PIONEER FAMILY OFFICE, LLC
CRD #142856 SEC #801-116725 NORTH MIAMI BEACH, FL 305-935-5502
SEC Registered
Total AUM
$791.5M
Discretionary
$791.5M
Employees
5
Clients
--
Accounts
296
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $791.5M | $791.5M | $0 | 5 | 0 |
| Mar 2025 | $791.5M | $791.5M | $0 | 5 | 0 |
| Jun 2024 | $703.2M | $703.2M | $0 | 5 | 0 |
| Apr 2024 | $703.2M | $703.2M | $0 | 5 | 0 |
| Feb 2024 | $703.2M | $703.2M | $0 | 5 | 0 |
| Mar 2023 | $626.3M | $626.3M | $0 | 5 | 0 |
| Aug 2022 | $664.1M | $664.1M | $0 | 4 | 1 |
| Mar 2022 | $664.1M | $664.1M | $0 | 4 | 1 |
| Jun 2021 | $551.1M | $551.1M | $0 | 4 | 1 |
| Apr 2021 | $551.1M | $551.1M | $0 | 4 | 1 |
| Mar 2021 | $551.1M | $551.1M | $0 | 4 | 1 |
| Oct 2020 | $567M | $452.3M | $114.7M | 5 | 0 |
| Oct 2020 | $567M | $452.3M | $114.7M | 5 | 0 |
| Oct 2020 | $437M | $320.7M | $116.3M | 5 | 0 |
| Jul 2020 | $437M | $320.7M | $116.3M | 5 | 0 |
| Jun 2020 | $437M | $320.7M | $116.3M | 5 | 0 |
| Mar 2020 | $437M | $320.7M | $116.3M | 5 | 0 |
| May 2019 | $376.8M | $178.3M | $198.5M | 6 | 0 |
| May 2019 | $376.8M | $178.3M | $198.5M | 6 | 0 |
DateSep 2025
Total AUM$791.5M
Discretionary$791.5M
Non-Disc.$0
Employees5
Clients0
DateMar 2025
Total AUM$791.5M
Discretionary$791.5M
Non-Disc.$0
Employees5
Clients0
DateJun 2024
Total AUM$703.2M
Discretionary$703.2M
Non-Disc.$0
Employees5
Clients0
DateApr 2024
Total AUM$703.2M
Discretionary$703.2M
Non-Disc.$0
Employees5
Clients0
DateFeb 2024
Total AUM$703.2M
Discretionary$703.2M
Non-Disc.$0
Employees5
Clients0
DateMar 2023
Total AUM$626.3M
Discretionary$626.3M
Non-Disc.$0
Employees5
Clients0
DateAug 2022
Total AUM$664.1M
Discretionary$664.1M
Non-Disc.$0
Employees4
Clients1
DateMar 2022
Total AUM$664.1M
Discretionary$664.1M
Non-Disc.$0
Employees4
Clients1
DateJun 2021
Total AUM$551.1M
Discretionary$551.1M
Non-Disc.$0
Employees4
Clients1
DateApr 2021
Total AUM$551.1M
Discretionary$551.1M
Non-Disc.$0
Employees4
Clients1
DateMar 2021
Total AUM$551.1M
Discretionary$551.1M
Non-Disc.$0
Employees4
Clients1
DateOct 2020
Total AUM$567M
Discretionary$452.3M
Non-Disc.$114.7M
Employees5
Clients0
DateOct 2020
Total AUM$567M
Discretionary$452.3M
Non-Disc.$114.7M
Employees5
Clients0
DateOct 2020
Total AUM$437M
Discretionary$320.7M
Non-Disc.$116.3M
Employees5
Clients0
DateJul 2020
Total AUM$437M
Discretionary$320.7M
Non-Disc.$116.3M
Employees5
Clients0
DateJun 2020
Total AUM$437M
Discretionary$320.7M
Non-Disc.$116.3M
Employees5
Clients0
DateMar 2020
Total AUM$437M
Discretionary$320.7M
Non-Disc.$116.3M
Employees5
Clients0
DateMay 2019
Total AUM$376.8M
Discretionary$178.3M
Non-Disc.$198.5M
Employees6
Clients0
DateMay 2019
Total AUM$376.8M
Discretionary$178.3M
Non-Disc.$198.5M
Employees6
Clients0