PEGASUS GROUP, LLC

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

About PEGASUS GROUP, LLC

PEGASUS GROUP, LLC, formally registered with the SEC as PEGASUS GROUP, LLC. The firm was established in 07/31/2001. They have over 1 offices throughout the country.

PEGASUS GROUP, LLC is a Montebello, New York based Financial Planning firm with nearly $57,387,214 assets under management, offering retirement planning & investment advisory services to 20 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	113499
SEC#	801-60436
Assets Managed by Firm	$57,387,214
No. of Clients	20
No. of Advisors	2

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	20	$57,387,214
Individuals (other than high net worth individuals)	8	$2,853,457
High net worth individuals	12	$54,533,757

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