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Pelkonen and Associates LLC
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CRD # | 305933 |
SEC # | 801-118271 |
CIK # | |
AUM | $212.8 MM (2024-03-13) |
Employees | 3 (67% Investors, 0% Brokers) |
Phone | 631-396-1032 |
Address | 425 Broadhollow Road Melville, NY 11747 |
Source | [IAPD] [Website] [LinkedIn] [Facebook] |
Total AUM ($MM) |
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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
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|
MA | 0.2 |
Dunbar Associates LLC
✚
|
CT | 0.2 |
IAMS Wealth Management LLC
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|
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 |