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PELKONEN AND ASSOCIATES LLC
CRD 305933 · SEC 801-118271
425 BROADHOLLOW ROAD, SUITE 112, MELVILLE, NY, 11747, United States
Phone
(631) 396-1032
Fax
(631) 600-1097
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$293.3M
Discretionary AUM
$278.7M
Team
4 total employees; 3 advisory reps
Clients
51-100
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-13
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 186 | $12.8M |
| High net worth individuals | 131 | $280.5M |
States served
NJ, NY, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD