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| Portfolios |
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| Track firms over time with portfolios. Click on the ✚ to add to a portfolio. |
| Pegasus Asset Management Inc
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| CRD # | 104766 |
| SEC # | 801-3186 |
| CIK # | 1729049 |
| AUM | $225.9 MM (100% Disc, 100% US) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 845-369-9422 |
| Address | 400 Rella Blvd Montebello, NY 10901 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| Sector | Holding | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| SCHB | 9.8 | ||
| AAPL | 843,560.0 | 4.2 | |
| BA | 226,000.0 | 3.8 | |
| MSFT | 865,660.0 | 3.7 | |
| MA | 250,210.0 | 3.1 | |
| GOOG | 817,370.0 | 3.1 | |
| VZ | 237,920.0 | 2.9 | |
| JNJ | 369,000.0 | 2.8 | |
| PEP | 163,770.0 | 2.7 | |
| VTI | 2.6 | ||
| View All | |||
| Holdings by Sector ($) |
|---|
| Related Firms | State | AUM ($BB) |
|---|---|---|
|
Pegasus Asset Management Inc
✚
|
NY | 0.2 |
|
Pegasus Group LLC
✚
|
NY | 0.0 |
|
Sports & Entertainment Investment Advisers LLC
✚
|
NY | 0.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Arbor Wealth Management LLC
✚
|
FL | 0.2 |
|
Rench & MUIR Financial Advisors Inc
✚
|
TX | 0.2 |
|
Captrust Advisors LLC
✚
|
FL | 0.2 |
|
Candor Wealth Advisors LLC
✚
|
NJ | 0.2 |
|
Hughes Financial Services LLC
✚
|
VA | 0.2 |
|
Wealth Watch Advisors LLC
✚
|
CO | 0.2 |
|
Model Capital Management LLC
✚
|
MA | 0.2 |
|
FMF&E Wealth Management LLC
✚
|
NY | 0.2 |
|
TRED AVON Family Wealth LLC
✚
|
MD | 0.2 |
|
Ballast Inc
✚
|
KY | 0.2 |