P
$64.6M Total AUM
$64.6M Disc. AUM
22.6% 3Y CAGR
2 Employees
206 ADV. Clients
5 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- InsightCapital
- Established Date
- 11-03-2020
- Office Locations
- 1
Office Locations
53 Lake Avenue Riverhead NY
About Peconic Asset Planning
Peconic Asset Planning is a Riverhead, NY-based registered investment adviser providing financial planning, asset management, and insurance guidance for individuals and entrepreneurs. The firm emphasizes asset allocation using vehicles such as ETFs and mutual funds, with access to alternative strategies where appropriate. Custodied at Charles Schwab, led by a principal who also serves as CCO, and backed by 25 years of industry experience.
Team overview
-- AVG AGE
$64.6M AVG AUM / ADVISOR
$313.5K AVG AUM / CLIENT
5.6 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
Optima
Client Personas
Foundation pathway
Investment Themes
Focus zenith
Investment Vehicles
Atlas
Services
Legacy Capital meridian Frontier
Technology
Timber Glacier legacy
Owner & Executives
GILBERT ALAN CARDILLO
Advisor, Chief Compliance Officer, PRINCIPAL
- CRD
- #1110960
- Ownership
- 75% or more
(532) 241-9875
vertex.atlas@primecapital.com
in linkedin.com/in/momentum-element
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $64,590,865 | $313,548 |
| Non-Discretionary | $0 | -- |
| Total | $64,590,865 | $313,548 |
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Separately Managed Accounts
Total SMA Asset: $64,590,865
Equity - Exchange:
12.2% Equity - OTC:
11.2% Other:
20.1% Public Funds:
16.8% Cash:
14.2% Corporate - Investment Grade:
6.0% U.S. Government/Agency:
19.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $684,477,371 | 12.2% |
| Equity - OTC | $628,372,669 | 11.2% |
| Other | $1,127,704,521 | 20.1% |
| Public Funds | $942,559,003 | 16.8% |
| Cash | $796,686,776 | 14.2% |
| Corporate - Investment Grade | $336,628,215 | 6.0% |
| U.S. Government/Agency | $1,094,041,701 | 19.5% |
| Total | $5,610,470,256 | 100.0% |