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Pelkonen and Associates LLC

EST. AUM
$293,299,775

CONTACTS
3

CLIENT ACCOUNTS
906

Firm Details

Metro area New York City
CRD Number 305933
Website ampwealthcare.com
Client types

Overview

Pelkonen and Associates LLC, based in Melville, New York, is a registered investment advisory firm established in 2020. The firm manages approximately $212.8 million in assets across 304 client accounts, with an average client balance of $699,988. Their services include financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. Operating with a team of two licensed advisors, Pelkonen and Associates emphasizes personalized financial guidance, aiming to simplify the complexities of financial planning for their clients.

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Investment Preferences

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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