Unclaimed Profile

Dafna Gonen

PIONEER FAMILY OFFICE, LLC·NORTH MIAMI BEACH, Florida

Clean recordPIONEER FAMILY OFFICE, LLC

3323 NE 163RD ST., NORTH MIAMI BEACH, FL 33160CRD# 6839489Firm CRD# 142856

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Dafna Gonen · NORTH MIAMI BEACH, FL

Registration

CRD #6839489 · PIONEER FAMILY OFFICE, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Investment Management

Client Types

Individuals

Introduction

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Firm Overview

Firm

PIONEER FAMILY OFFICE, LLC

AUM

$703M

Regulatory assets under management

Employees

Total firm employees

View all advisors at PIONEER FAMILY OFFICE, LLC →

Services

Portfolio management (individuals)

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Other: MINIMUM ACCOUNT CHARGE

Regulatory

SEC/IARD CRD# 6839489

Firm CRD# 142856

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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