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- Custodian
- Fidelity/NFS · Folio Investments · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 188 clients, or 188 clients per representative. That equates to $40.7K in reported AUM per client.
The profile lists 1 reported office location and 20 years in operation. The source data was last updated on March 7, 2022. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Pioneer Financial, Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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
SMA allocation detail is available
Pioneer Financial, Inc. has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.