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- Custodian
- Fidelity/NFS · Folio Investments · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Crest
- Established Date
- 11-22-2005
- Office Locations
- 1
Office Locations
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.
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Owner & Executives
EDWARD G. WALL
Director, President
- CRD
- #4729629
- Ownership
- 75% or more
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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
| 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% |