PEGASUS ASSET MANAGEMENT INC

400 Rella Blvd.
Suite 157
Montebello, New York 10901
Tel: 845-369-9422

About PEGASUS ASSET MANAGEMENT INC

PEGASUS ASSET MANAGEMENT INC, formally registered with the SEC as PEGASUS ASSET MANAGEMENT INC. The firm was established in 05/25/1963. They have over 1 offices throughout the country.

PEGASUS ASSET MANAGEMENT INC is a Montebello, New York based Financial Planning firm with nearly $411,619,888 assets under management, offering retirement planning & investment advisory services to 808 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	104766
SEC#	801-3186
Assets Managed by Firm	$411,619,888
No. of Clients	808
No. of Advisors	5

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	808	$411,619,888
Individuals (other than high net worth individuals)	161	$56,056,570
High net worth individuals	92	$279,148,786
Pension and profit sharing plans	Fewer than 5 clients	$91,224
Other investment advisers	Fewer than 5 clients	$76,323,308

More Retirement Planning firms in Montebello, New York:

Firm Name	Assets Under Management	Total Clients	Total Advisors
J.P. MORGAN INVESTMENT MANAGEMENT INC. 383 Madison Avenue New York, NY, 10179-0001	$2,549,092,782,514	92898	3167
GOLDMAN SACHS ASSET MANAGEMENT, L.P. 200 West Street New York, NY, 10282	$1,661,286,615,154	189311	1305
BLACKROCK FINANCIAL MANAGEMENT, INC 50 Hudson Yards New York, NY, 10001	$1,288,497,806,439	2184	6407
BLACKROCK ADVISORS, LLC 50 Hudson Yards New York, NY, 10001	$869,677,370,186	306	221
MORGAN STANLEY INVESTMENT MANAGEMENT INC. 1585 Broadway New York, NY, 10036	$535,031,832,553	25406	492

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