Pelkonen and Associates LLC

-

Assets, Funds, Holdings

Home | Sign Up | Log In
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
Latest Filings
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
Pelkonen and Associates LLC
CRD #305933
SEC #801-118271
CIK #
AUM $212.8 MM (2024-03-13)
Employees 3 (67% Investors, 0% Brokers)
Phone631-396-1032
Address425 Broadhollow Road
Melville, NY 11747
Source [IAPD] [Website] [LinkedIn] [Facebook]
Total AUM ($MM)
2502001501005002009201420192025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 181 44.9
(b) Individuals (high net worth individuals) 123 167.4
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.5
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 851 212.8
By Discretionary
Discretionary 732 194.8
Non-Discretionary 119 18.0
Total 851 212.8
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 212.8
Total 851 212.8
Comparable Firms State AUM ($BB)
AFG Fiduciary Services Limited Partnership
MA 0.2
Dunbar Associates LLC
CT 0.2
IAMS Wealth Management LLC
NE 0.2
Croak Asset Management LLC
OH 0.2
Shore Point Advisors LLC
NJ 0.2
Snowcap Capital Management LLC
TX 0.2
Keystone Global Partners LLC
NY 0.2
4wealth Advisors Inc
IL 0.2
Michael Russo Ltd
IL 0.2
Cathy Pareto and Associates Inc
FL 0.2
Terms | Privacy | Guide
tony@aum13f.com