This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-23-2020
- Office Locations
- 1
Office Locations
About Pelkonen AND Associates LLC
Pelkonen and Associates LLC is a boutique RIA providing one-on-one, personalized financial advice with comprehensive planning, issue-specific consulting, and ongoing asset management. The firm focuses on disciplined portfolio construction centered on asset allocation and risk management, commonly using mutual funds and ETFs. Based in Melville, NY, it custodies with Fidelity/NFS—useful for smoother transitions and operational alignment.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
ALLAN MICHAEL PELKONEN
Chief Compliance Officer, Managing Member, PRINCIPAL
- CRD
- #2068332
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
Anthony Stephen Perrone
--
- CRD
- #8119756
JOSEPH JOHN REDDINGTON
Financial Advisor
- CRD
- #6441458
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $278,660,568 | $351,844 |
| Non-Discretionary | $14,639,207 | $128,414 |
| Total | $293,299,775 | $323,730 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
Continue browsing