Peconic Asset Planning
Peconic Asset Planning is an SEC-registered mass-market adviser in Riverhead, NY with $64.6M assets under management (AUM, regulatory AUM), +35% over one year. See who owns Peconic Asset Planning: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 310121, SEC 801-123475, data through 2026-01-27.
- AUM (assets under management / regulatory AUM)
- $64.6M (2026-01-27)
- Firm type
- Mass-Market Adviser
- Location
- Riverhead, NY
- Employees
- 2
- Clients
- 206
- CRD
- 310121
- Ownership
- CARDILLO, GILBERT, ALAN
How much AUM does Peconic Asset Planning have?
Peconic Asset Planning reported $64.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-01-27).
Who owns Peconic Asset Planning?
Disclosed owners and executives of Peconic Asset Planning include CARDILLO, GILBERT, ALAN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.