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.
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.
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.
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.
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.