Overview
Assets Under Management: $253 million
Headquarters: MELVILLE, NY
High-Net-Worth Clients: 98
Average Client Assets: $2 million
Frequently Asked Questions
PELKONEN AND ASSOCIATES LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #305933), PELKONEN AND ASSOCIATES LLC is subject to fiduciary duty under federal law.
PELKONEN AND ASSOCIATES LLC is headquartered in MELVILLE, NY.
PELKONEN AND ASSOCIATES LLC serves 98 high-net-worth clients according to their SEC filing dated February 18, 2025. View client details ↓
According to their SEC Form ADV, PELKONEN AND ASSOCIATES LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
PELKONEN AND ASSOCIATES LLC manages $253 million in client assets according to their SEC filing dated February 18, 2025.
According to their SEC Form ADV, PELKONEN AND ASSOCIATES LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 98
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 91.97
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 889
Discretionary Accounts: 788
Non-Discretionary Accounts: 101
Regulatory Filings
CRD Number: 305933
Last Filing Date: 2025-02-18 00:00:00
Website: https://ampwealthcare.com