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Pioneer Financial, Inc.

Pioneer Financial, Inc.. CRD 137940

Pioneer Financial, Inc. logo

CRD: 137940

Pioneer Financial, Inc.

South Hadley, MA, 01075
4135328392
$7.7M Total AUM
$7.7M Disc. AUM
-- 3Y CAGR
2 Employees
188 ADV. Clients
20 yrs Firm Age

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Firm Details

Custodian
Fidelity/NFS · Folio Investments · TD Ameritrade
Clients
Retail and Institutional
Platforms
Crest
Established Date
11-22-2005
Office Locations
1

Office Locations

493 Newton Street South Hadley MA

About Pioneer Financial, Inc.

Pioneer Financial is a Western Massachusetts RIA and tax/accounting firm that pairs discretionary investment management with individual and business tax preparation and planning. Its “double angle” approach integrates portfolio construction and monitoring with tax-aware tactics such as tax-loss harvesting and advisory-fee deductions to improve after-tax outcomes. Serves families and small businesses in the Pioneer Valley; custodied via platforms including Fidelity and TD Ameritrade.

Team overview

-- AVG AGE
$7.7M AVG AUM / ADVISOR
$40.7K AVG AUM / CLIENT
20.6 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
20yrs Firm Age

Insights

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Asset Classes

Summit

Custodian

Pathway Foundation Meridian eagle

Investment Themes

Oak

Investment Vehicles

Pioneer vital

Services

Foundation Oak ember Oak Ridge delta

Technology

Ember value

Owner & Executives

EDWARD G. WALL

EDWARD G. WALL

Director, President

CRD
#4729629
Ownership
75% or more
(817) 813-6578
value.unison@capitalcapital.com
in linkedin.com/in/insight-crest

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $7,660,632 --
Non-Discretionary $0 --
Total $7,660,632 --

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Separately Managed Accounts

Total SMA Asset: $7,660,632

$7.7M Total SMA
Equity - Exchange:
50.0%
Cash:
50.0%
Asset class Assets Assets %
Equity - Exchange $1,649,360,541 50.0%
Cash $1,649,360,540 50.0%
Total $3,298,721,081 100.0%

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