Pioneer Administrative Services Ltd
Firm details
- Headquarters
- Herzliya Pituach Tel Aviv,
- CRD number
- 289467
- Registered since
- October 19, 2017
- Website
- www.piowealth.com
- Custodians
- BANK JULIUS BAR & CO.AG
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Pioneer Administrative Services Ltd operates as an independent registered investment adviser; its SEC registration dates to 2017. The firm serves individual and family clients on a percentage-of-AUM fee basis and identifies as a capital allocator that both manages portfolios and selects third‑party managers on clients’ behalf. Ownership is listed as a combination of a foreign entity and an individual. The firm does not describe itself as an active ESG investor.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- US Government Bonds80%
- Investment Grade Corp Bonds10%
- Cash & Cash Equivalents10%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Herzliya Pituach Tel Aviv, null
Location
Herzliya Pituach Tel Aviv, null
Headquartered in Herzliya Pituach Tel Aviv, null.
- Address
- 8 Hasadnaot St
- Office locations
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