PELKONEN AND ASSOCIATES LLC

425 Broadhollow Road
Suite 112
Melville, New York 11747
Tel: (631) 396-1032

About PELKONEN AND ASSOCIATES LLC

PELKONEN AND ASSOCIATES LLC, formally registered with the SEC as PELKONEN AND ASSOCIATES LLC. The firm was established in 03/23/2020. They have over 1 offices throughout the country.

PELKONEN AND ASSOCIATES LLC is a Melville, New York based Financial Planning firm with nearly $253,099,311 assets under management, offering retirement planning & investment advisory services to 889 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	305933
SEC#	801-118271
Assets Managed by Firm	$253,099,311
No. of Clients	889
No. of Advisors	3

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	889	$253,099,311
Individuals (other than high net worth individuals)	169	$20,322,722
High net worth individuals	98	$232,776,589

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