Pelkonen And Associates LLC
Pelkonen And Associates LLC is an SEC-registered mass-market adviser in Melville, NY with $293.3M assets under management (AUM, regulatory AUM), +16% over one year. See who owns Pelkonen And Associates LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 305933, SEC 801-118271, data through 2026-03-13.
- AUM (assets under management / regulatory AUM)
- $293.3M (2026-03-13)
- Firm type
- Mass-Market Adviser
- Location
- Melville, NY
- Employees
- 4
- Clients
- 317
- CRD
- 305933
- Ownership
- PELKONEN, ALLAN, MICHAEL; WINN, CHRISTOPHER, EDWARD; RIA VENTURES, LLC
How much AUM does Pelkonen And Associates LLC have?
Pelkonen And Associates LLC reported $293.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-13).
Who owns Pelkonen And Associates LLC?
Disclosed owners and executives of Pelkonen And Associates LLC include PELKONEN, ALLAN, MICHAEL, WINN, CHRISTOPHER, EDWARD, RIA VENTURES, LLC. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.