PECONIC ASSET PLANNING

53 Lake Avenue
Riverhead, New York 11901
Tel: (631) 369-8877

About PECONIC ASSET PLANNING

PECONIC ASSET PLANNING, formally registered with the SEC as PECONIC ASSET PLANNING. The firm was established in 03/17/2022. They have over 1 offices throughout the country.

PECONIC ASSET PLANNING is a Riverhead, New York based Financial Planning firm with nearly $47,871,494 assets under management, offering retirement planning & investment advisory services to 199 clients. The firm is staffed with 1 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	310121
SEC#	801-123475
Assets Managed by Firm	$47,871,494
No. of Clients	199
No. of Advisors	1

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	199	$47,871,494
Individuals (other than high net worth individuals)	187	$39,860,352
High net worth individuals	11	$7,608,090
Corporations or other businesses	Fewer than 5 clients	$403,052

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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
MORGAN STANLEY 2000 Westchester Avenue Purchase, NY, 10577-2530	$1,402,425,838,334	2405783	29300
BLACKROCK FINANCIAL MANAGEMENT, INC 50 Hudson Yards New York, NY, 10001	$1,288,497,806,439	2184	6407
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED One Bryant Park New York, NY, 10036	$1,271,593,679,276	2911578	34934

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