LP Profile

Pelkonen And Associates

Also known as pelkonen and

Wealth ManagerMelville, United StatesFounded 2020
Melville
Headquarters
Investment Focus

About Pelkonen And Associates

Pelkonen and Associates LLC is a boutique wealth management and financial planning firm located in central Long Island providing personalized advice and planning to clients throughout the United States.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Pelkonen And Associates from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$293.3M
Total Clients
906
Filing Date
March 13, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

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Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Pelkonen And Associates?

Pelkonen And Associates is a wealth manager based in Melville, United States.

Where is Pelkonen And Associates headquartered?

Pelkonen And Associates is headquartered in Melville, United States.

When was Pelkonen And Associates founded?

Pelkonen And Associates was founded in 2020.

How can I contact Pelkonen And Associates?

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