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| Peconic Asset Planning Inc
✚
| |
|---|---|
| CRD # | 310121 |
| SEC # | 801-123475 |
| CIK # | |
| AUM | $40.6 MM (2024-01-03) |
| Employees | 1 (100% Investors, 100% Brokers) |
| Phone | 631-369-8877 |
| Address | 53 Lake Avenue Riverhead, NY 11901 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 176 | 35.4 |
| (b) Individuals (high net worth individuals) | 0 | 4.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.3 |
| (n) Other | 0 | 0.0 |
| Total | 181 | 40.6 |
| By Discretionary | ||
| Discretionary | 181 | 40.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 181 | 40.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 40.6 | |
| Total | 181 | 40.6 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Haron Capital Management LLC
✚
|
FL | 0.0 |
|
HYJC Capital of WNY LLC
✚
|
NY | 0.0 |
|
FBD Asset Mgmt LLC
✚
|
MN | 0.0 |
|
Mohawk Capital Advisors LLC
✚
|
NY | 0.0 |
|
Glassman Wealth Management LLC
✚
|
NY | 0.0 |
|
Success Wealth Management LLC
✚
|
PA | 0.0 |
|
Southwestern Money Management LLC
✚
|
TX | 0.0 |
|
Trowbridge Capital Partners LLC
✚
|
NY | 0.0 |
|
Magnifina LLC
✚
|
NY | 0.0 |
|
Myra Advisors LLC
✚
|
NY | 0.0 |