LP Profile

Pelkonen And Associates

Also known as pelkonen and

Wealth ManagerMelville, United StatesFounded 2020
$293M
Assets Under Management
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

Public filings matched to Pelkonen And Associates across SEC, IRS, DOL and international registers — newest first.

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, managing approximately $293M in assets.

Where is Pelkonen And Associates headquartered?

Pelkonen And Associates is headquartered in Melville, United States.

How much does Pelkonen And Associates manage?

Pelkonen And Associates manages approximately $293M in assets under management.

When was Pelkonen And Associates founded?

Pelkonen And Associates was founded in 2020.

How can I contact Pelkonen And Associates?

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