Pelkonen and Associates LLC
● SEC registered since 2020CRD 305933SEC# 801-118271Melville, NY
Reg. AUM
$293.3M
Employees
4
Accounts
906
Location
Melville, NY
Pelkonen and Associates LLC assets under management
Pelkonen and Associates LLC is an investment advisory firm registered with the SEC based in Melville, NY. The firm has been registered since 2020. It reports $293.3 million in regulatory assets under management and employs 4 people.
Pelkonen and Associates LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Allan Michael Pelkonen Control | Managing Member, Principal; And Chief Compliance Officer | Over 75% | 2020 |
Frequently asked questions
How much does Pelkonen and Associates LLC manage?
Pelkonen and Associates LLC reports $293.3 million in regulatory assets under management on its Form ADV.
How many employees does Pelkonen and Associates LLC have?
Pelkonen and Associates LLC reports 4 employees.
Where is Pelkonen and Associates LLC located?
Pelkonen and Associates LLC is based in Melville, NY and has been SEC-registered since 2020.
Does Pelkonen and Associates LLC disclose fund performance?
Pelkonen and Associates LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 425 Broadhollow Road, Suite 112, Melville, NY 11747 |
| Phone | (631) 396-1032 |
| Fax | (631) 600-1097 |
| Office hours | By Appointment |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$293.3M▲ 16%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 63%
Larger than 37% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$293.3Mregulatory AUM
Discretionary $278.7MNon-discretionary $14.6M