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Ruth Bacal

PIONEER FAMILY OFFICE, LLC·NORTH MIAMI BEACH, Florida
Clean recordPIONEER FAMILY OFFICE, LLC
3323 NE 163RD ST., NORTH MIAMI BEACH, FL 33160CRD# 7067332Firm CRD# 142856

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Ruth Bacal · NORTH MIAMI BEACH, FL
Registration
CRD #7067332 · PIONEER FAMILY OFFICE, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Ruth Bacal 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
Introduction

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03

Firm Overview

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

Background

Compensation
Percentage of AUM
Other: MINIMUM ACCOUNT CHARGE
Regulatory
SEC/IARD CRD# 7067332
Firm CRD# 142856
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Ruth Bacal offer?
Ruth Bacal specializes in Investment Management. Contact their office in NORTH MIAMI BEACH, Florida for a consultation.
What are Ruth Bacal's credentials?
Ruth Bacal is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Ruth Bacal located?
Ruth Bacal 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 Ruth Bacal charge for services?
Ruth Bacal'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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