|
⚲
|
| Pelkonen and Associates LLC
✚
|
|
|---|---|
| CRD # | 305933 |
| SEC # | 801-118271 |
| CIK # | |
| AUM | $253.1 M (2025-02-18) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 631-396-1032 |
| Address | 425 Broadhollow Road Melville, NY 11747 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 169 | 20.3 |
| (b) Individuals (high net worth individuals) | 98 | 232.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 889 | 253.1 |
| By Discretionary | ||
| Discretionary | 788 | 243.6 |
| Non-Discretionary | 101 | 9.5 |
| Total | 889 | 253.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 253.1 | |
| Total | 889 | 253.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Hilton Head Capital Partners LLC
✚
|
SC | 0.3 |
|
Chiron Capital Management LLC
✚
|
FL | 0.3 |
|
Beckerman Institutional LLC
✚
|
NJ | 0.3 |
|
Macro Advisors Inc
✚
|
PA | 0.3 |
|
Gimbal Financial LLC
✚
|
IN | 0.3 |
|
Hemming& Wealth Management Inc
✚
|
MI | 0.3 |
|
Black Cypress Capital Management LLC
✚
|
0.3 | |
|
JP Wealth Management Inc
✚
|
SC | 0.3 |
|
Pacifica Partners Inc
✚
|
0.3 | |
|
CBG & Company Inc
✚
|
IN | 0.3 |