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Pelkonen and Associates LLC

● SEC registered since 2020CRD 305933SEC# 801-118271Melville, NY
Export (members)
Reg. AUM
$253.1M
Employees
3
Accounts
889
Location
Melville, NY

Pelkonen and Associates LLC assets under management

Pelkonen and Associates LLC is an investment advisory firm registered with the SEC based in Melville, NY. The firm has been registered since 2020. It reports $253.1 million in regulatory assets under management and employs 3 people.
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Pelkonen and Associates LLC owners & executives

1 reported
NameTitleOwnershipSince
Allan Michael Pelkonen ControlManaging Member, Principal; And Chief Compliance OfficerOver 75%2020

Frequently asked questions

How much does Pelkonen and Associates LLC manage?

Pelkonen and Associates LLC reports $253.1 million in regulatory assets under management on its Form ADV.

How many employees does Pelkonen and Associates LLC have?

Pelkonen and Associates LLC reports 3 employees.

Where is Pelkonen and Associates LLC located?

Pelkonen and Associates LLC is based in Melville, NY and has been SEC-registered since 2020.

Does Pelkonen and Associates LLC disclose fund performance?

Pelkonen and Associates LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address425 Broadhollow Road, Suite 112, Melville, NY 11747
Phone(631) 396-1032
Fax(631) 600-1097
Office hoursBy Appointment
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$243.6M
Non-discretionary$9.5M
Total (RAUM)$253.1M