PIONEER ADVISORY

PIONEER ADVISORY is an SEC-registered investment adviser (CRD 166266). Regulatory assets under management: $35.3M.

Registration

• CRD: 166266
• Type: Registered investment adviser
• Phone: 925-255-3695
• Latest filing: 2026-02-09
• Regulatory AUM: $35.3M
• Non-discretionary AUM: $35.3M
• Clients: 1
• Accounts: 39

Business model

Compensation: % of AUM, Hourly, Other.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 166266 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search