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Dafna Gonen

PIONEER FAMILY OFFICE, LLC·NORTH MIAMI BEACH, Florida
Unclaimed Profile
3323 NE 163RD ST., NORTH MIAMI BEACH, FL 33160CRD# 6839489Firm CRD# 142856
01

About

Dafna Gonen is a registered financial advisor based in NORTH MIAMI BEACH, Florida, affiliated with PIONEER FAMILY OFFICE, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Client Types
Individuals
03

Firm Overview

Firm
PIONEER FAMILY OFFICE, LLC
PIONEER FAMILY OFFICE, LLC
AUM
$703M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at PIONEER FAMILY OFFICE, LLC →
Services
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Other: MINIMUM ACCOUNT CHARGE
Regulatory
SEC/IARD CRD# 6839489
Firm CRD# 142856
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Dafna Gonen offer?
Dafna Gonen specializes in Investment Management. Contact their office in NORTH MIAMI BEACH, Florida for a consultation.
What are Dafna Gonen's credentials?
Dafna Gonen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Dafna Gonen located?
Dafna Gonen is based in NORTH MIAMI BEACH, Florida, working with PIONEER FAMILY OFFICE, LLC. Their office serves clients in the NORTH MIAMI BEACH metropolitan area and surrounding communities.
How does Dafna Gonen charge for services?
Dafna Gonen's firm is compensated through percentage of aum, other: minimum account charge. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PIONEER FAMILY OFFICE, LLC?
PIONEER FAMILY OFFICE, LLC has approximately 5 employees and manages $703M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in NORTH MIAMI BEACH
Robert Karl Breyer — UNISON ASSET MANAGEMENT LLCMeg Green — MEG GREEN & ASSOCIATES, INC.Alexander Furmanski — UNISON ASSET MANAGEMENT LLCRuth Bacal — PIONEER FAMILY OFFICE, LLCAviram Nahum — PIONEER FAMILY OFFICE, LLC
Nearby cities in Florida
MIAMI (1221)TAMPA (396)BOCA RATON (391)CORAL GABLES (291)WEST PALM BEACH (251)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
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