Pionex Investments Inc.
Firm details
- Headquarters
- Princeton, New Jersey
- CRD number
- 318475
- Registered since
- March 15, 2022
- Website
- www.pionex.us
- Fee structure
- Percentage of AUM
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Pionex Investments Inc. is a corporation registered with the SEC in 2022 and classified as an institutional registered investment adviser. The firm reports an institutional client focus while its stated advisory activity is portfolio management for individuals and small businesses, indicating a mixed or transitional client emphasis. Ownership is recorded across domestic entities, foreign entities and individuals. Pionex charges fees as a percentage of assets under management and is not identified as an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. The firm also lists a broker-dealer affiliation.
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
Owners & executives
1 of 1
Robert Morris
Chief of ComplianceCRD 1194506
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Princeton, NJ
Mercer
Location
Princeton, NJ
Headquartered in Princeton, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Mercer
- Address
- 500 College Rd E
- Time zone
- ET (UTC-5)
- Office locations
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