Pioneer Square Advisors, LLC (Seattle)

Name: Pioneer Square Advisors, LLC
Address: 1624 Fourth Avenue, Suite 400, Seattle, WA, 98101
Telephone: 206-838-4857

Pioneer Square Advisors, LLC is an adviser based in Seattle. It manages $61.7 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdiction of Florida.

Pioneer Square Advisors provides financial planning services, selection of other advisers, and tax and reporting. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Pioneer Square Advisors: assets under management

The assets under management (AUM) of Pioneer Square Advisors, LLC is $61.7 million. The company doesn't manage any assets belonging to foreign clients.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Pioneer Square Advisors, LLC for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Pioneer Square Advisors, LLC

Andrew Jonathan Robbins has been acting as President since 1 May 2007. Llc Pioneer Wealth Partners joined the executive team most recently as the Member.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Andrew Jonathan Robbins	Manager/president/chief compliance officer	1 May 2007	Other	4245210
Kenneth Russel Ragsdale	Secretary	1 May 2007	Other	5314541
Andrew J Robbins	President/chief compliance officer	1 May 2007	50% - 75%	4245210
Kristopher Force Knutson	Treasurer	1 May 2007	Other	5314538

Indirect Owners

The SEC currently registers 2 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Llc Pioneer Wealth Partners	Member	1 Dec 2013	75% - 100%	90-1234567
Pioneer Square Holdings Llc	Member	1 Dec 2013	75% - 100%	46-4965033

Based in Seattle

The principal office where Pioneer Square Advisors, LLC performs its advisory services is located at 1624 Fourth Avenue, Suite 400, Seattle, WA 98101, which is also the mailing address of the firm. An additional office of the firm is in New York, NY. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 206-838-4857 or by fax 206-838-4881. The normal business hours are 8am - 5pm on Monday - Friday. You can find more information about the New York firm at psquareadv.com.