Pionex Investments Inc.

RIASEC RegisteredEst. 2022
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
Princeton, New Jersey
CRD number
318475
Registered since
March 15, 2022
Fee structure
Percentage of AUM
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Robert Morris

    Robert Morris

    Chief of ComplianceCRD 1194506

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth