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Building 2PECONIC ASSET PLANNING

Map pinRIVERHEAD, NY
Phone(631) 369-8877
NotebookSEC #801-123475
Total AUM
$64.6M
Employees
2
Clients
206

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
53 LAKE AVENUE
RIVERHEAD
NY 11901
United States
Operating Hours
9:00AM TO 5:00PM
Monday - Friday
Phone
(631) 369-8877

ReceiptFinancials

Total AUM
$64.6M
Accounts
206
Discretionary
$64.6M
Accounts
206
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
188
AUM
$43.2M
HNW Individual Clients
15
AUM
$16.9M
Charitable Organization Clients
1
AUM
$3.6M
Corporation or Business Clients
2
AUM
$925K

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NHNYTX

HandshakeAffiliates

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

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