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Building 2PELKONEN AND ASSOCIATES LLC

Map pinMELVILLE, NY
Phone(631) 396-1032
NotebookSEC #801-118271
Total AUM
$293.3M
Employees
4
Clients
317

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
425 BROADHOLLOW ROAD
SUITE 112
MELVILLE
NY 11747
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
(631) 396-1032

ReceiptFinancials

Total AUM
$293.3M
Accounts
906
Discretionary
$278.7M
Accounts
792
Non-Discretionary
$14.6M
Accounts
114

ContactClients

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Individual Clients
186
AUM
$12.8M
HNW Individual Clients
131
AUM
$280.5M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNHNJNYTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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