JERSEY CITY, NJCRD 337502Latest ADV March 31, 2026
Pioneer Advisory LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Jersey City, NJ. Its latest Form ADV filing, dated March 31, 2026, reports $94,783 in regulatory assets under management, 2 employees, and 88 accounts.
Assets Under Management
$95K
Employees
2
Offices
--
Total Clients
88
Primary office
JERSEY CITY, NJ
111 TOWN SQUARE PLACE, SUITE #1205, JERSEY CITY, NJ, United States
Portfolio management for individuals and small businesses
Publication of periodicals or newsletters
Fee models offered
1 types reported
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 96.6% of total clients.
Top client categories% of clientsClients
1
Individuals
96.6%
85
2
Corporations
3.4%
3
Categories with <5 clients
Banking or thrift institutions<5 clients
Charitable Organizations<5 clients
Other categories<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$95Kas of March 31, 2026
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$95K
100% of total RAUM100.0%
All regulatory assets under management are non-discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$95K
Total Accounts88
10Y AUM Change+$95K
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee44:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.