PIONEER FINANCIAL, INC.

PIONEER FINANCIAL, INC. of SOUTH HADLEY, MA is an SEC-registered investment adviser (CRD 137940). Regulatory assets under management: $7.7M.

Registration

• CRD: 137940
• Type: Registered investment adviser
• Location: 351 NEWTON STREET, SOUTH HADLEY, MA, 01075
• Phone: 413-532-8392
• Latest filing: 2022-03-07
• Regulatory AUM: $7.7M
• Discretionary AUM: $7.7M
• Clients: 2
• Accounts: 122

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Charities, Corporations.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 137940 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search