$35.3M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
44 ADV. Clients
13 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Momentum legacyEagle legacy +more
- Established Date
- 01-09-2013
- Office Locations
- 1
Office Locations
-- Moraga CA
About Pioneer Advisory
Pioneer Advisory is a Moraga, CA-based retail RIA providing financial planning and portfolio construction with an asset-allocation approach. Reported SMA portfolios are primarily ETF-based, with modest cash sleeves. Investment themes include infrastructure and real estate, and the practice uses tools like Morningstar; it also publishes “WealthThoughts” resources for clients.
Team overview
54 AVG AGE
$35.3M AVG AUM / ADVISOR
$803.0K AVG AUM / CLIENT
13.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
13yrs Firm Age
Insights
See the complete signal summary connected to atlas.
Unlock to see real insight on bridge beacon.
Open the full profile to inspect shifts in catalyst wave.
See the complete signal summary connected to legacy horizon.
Open the full profile to inspect shifts in alpha meridian.
See the complete signal summary connected to vector.
Open the full profile to inspect shifts in element oak.
Unlock to compare peer behavior around foundation delta.
Accredited Investors
Momentum
Asset Classes
Insight horizon Pioneer Unison
Client Personas
Beacon
Custodian
Momentum ember Zenith beacon Vector element
Investment Themes
Matrix Beacon
Investment Vehicles
Matrix catalyst Quantum eagle
Platform
Zenith
Services
Summit Capital Delta Quantum Optima Radial Glacier
Technology
Vector quantum Bridge eagle Wave matrix
Owner & Executives
RYAN SHARP BIRD
Advisor
- CRD
- #4429880
- Ownership
- 75% or more
(469) 744-1939
oak.wave@elementcapital.com
in linkedin.com/in/insight-harbor
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $35,333,112 | -- |
| Total | $35,333,112 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $35,333,112
Equity - Exchange:
75.8% Cash:
24.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,596,607,419 | 75.8% |
| Cash | $509,734,823 | 24.2% |
| Total | $2,106,342,242 | 100.0% |