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Peconic Asset Planning, Inc.

● SEC registered since 2022CRD 310121SEC# 801-123475Riverhead, NY
Export (members)
Reg. AUM
$64.6M
Employees
2
Accounts
206
Location
Riverhead, NY

Peconic Asset Planning, Inc. assets under management

Peconic Asset Planning, Inc. is an investment advisory firm registered with the SEC based in Riverhead, NY. The firm has been registered since 2022. It reports $64.6 million in regulatory assets under management and employs 2 people.
peconicassetplanning.comView on SEC.gov ↗

Peconic Asset Planning, Inc. owners & executives

1 reported
NameTitleOwnershipSince
Gilbert Alan Cardillo ControlPrincipal And Chief Compliance OfficerOver 75%2020

Frequently asked questions

How much does Peconic Asset Planning, Inc. manage?

Peconic Asset Planning, Inc. reports $64.6 million in regulatory assets under management on its Form ADV.

How many employees does Peconic Asset Planning, Inc. have?

Peconic Asset Planning, Inc. reports 2 employees.

Where is Peconic Asset Planning, Inc. located?

Peconic Asset Planning, Inc. is based in Riverhead, NY and has been SEC-registered since 2022.

Does Peconic Asset Planning, Inc. disclose fund performance?

Peconic Asset Planning, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address53 Lake Avenue, Riverhead, NY 11901
Phone(631) 369-8877
Fax(631) 369-9107
Office hours9:00a.m. To 5:00p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$64.6M
Non-discretionary$0
Total (RAUM)$64.6M