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|
| Keyboard |
| Pelkonen and Associates LLC
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|
|---|---|
| CRD # | 305933 |
| SEC # | 801-118271 |
| CIK # | |
| AUM | 293.3 M (2026-03-13) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 631-396-1032 |
| Address | 425 Broadhollow Road Melville, NY 11747 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 186 | 12.8 |
| (b) Individuals (high net worth individuals) | 131 | 280.5 |
| (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 | 906 | 293.3 |
| By Discretionary | ||
| Discretionary | 792 | 278.7 |
| Non-Discretionary | 114 | 14.6 |
| Total | 906 | 293.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.5 | |
| United States Persons | 290.8 | |
| Total | 906 | 293.3 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
MDT Financial Advisors LLC
✚
|
TX | 294.0 M |
|
Sherwood Financial Partners LLC
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|
Resolute Wealth Advisor Inc
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|
Nuclo Wealth LLC
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|
Trademark Financial Management LLC
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MN | 293.4 M |
|
Tate Wealth Management
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CA | 293.4 M |
|
Fiduciary Financial Partners LLC
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IL | 293.3 M |
|
Blueprint Partners LLC
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|
MI | 292.9 M |
|
Kilterhowling LLC
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|
CO | 292.9 M |
|
Hemming& Wealth Management Inc
✚
|
MI | 292.6 M |