|
⚲
|
| Pelkonen and Associates LLC
✚
|
|
|---|---|
| CRD # | 305933 |
| SEC # | 801-118271 |
| CIK # | |
| AUM | $169.5 MM (2023-03-01) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 631-396-1032 |
| Address | 425 Broadhollow Road Melville, NY 11747 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 149 | 39.1 |
| (b) Individuals (high net worth individuals) | 78 | 130.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 787 | 169.5 |
| By Discretionary | ||
| Discretionary | 700 | 161.2 |
| Non-Discretionary | 87 | 8.3 |
| Total | 787 | 169.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.2 | |
| United States Persons | 168.3 | |
| Total | 787 | 169.5 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Conquis Financial LLC
✚
|
CA | 0.2 |
|
Sacks & Associates LLC
✚
|
NJ | 0.2 |
|
Blueline Advisors LLC
✚
|
NH | 0.2 |
|
Waypoint Wealth Management LLC
✚
|
MD | 0.2 |
|
Sanctuary Wealth Advisors LLC
✚
|
CO | 0.2 |
|
Beacon Global Advisor Network LLC
✚
|
GA | 0.2 |
|
Castle Wealth Planning LLC
✚
|
CA | 0.2 |
|
Resolute Wealth Advisor Inc
✚
|
OH | 0.2 |
|
Continuum Wealth Advisors LLC
✚
|
NY | 0.2 |
|
Asset Preservation Group Inc
✚
|
TX | 0.2 |