PELKONEN AND ASSOCIATES LLC
CRD #305933 SEC #801-118271 MELVILLE, NY (631) 396-1032
SEC Registered
Total AUM
$253.1M
Discretionary
$243.6M
Employees
3
Clients
51
Accounts
889
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $253.1M | $243.6M | $9.5M | 3 | 0 |
| Mar 2024 | $212.8M | $194.8M | $18M | 3 | 66 |
| Mar 2023 | $169.5M | $161.2M | $8.3M | 3 | 68 |
| Jan 2022 | $193.7M | $185.1M | $8.7M | 3 | 0 |
| Sep 2021 | $176.1M | $176.1M | $0 | 3 | 0 |
| Mar 2021 | $176.1M | $176.1M | $0 | 3 | 0 |
| Sep 2020 | $123.3M | $123.3M | $0 | 3 | 0 |
| Aug 2020 | $123.3M | $123.3M | $0 | 3 | 0 |
| Jul 2020 | $123.3M | $123.3M | $0 | 3 | 0 |
| Jun 2020 | $123.3M | $123.3M | $0 | 3 | 0 |
| Apr 2020 | $0 | $0 | $0 | 1 | 0 |
| Mar 2020 | $0 | $0 | $0 | 1 | 0 |
| Feb 2020 | $0 | $0 | $0 | 1 | 0 |
| Feb 2020 | $0 | $0 | $0 | 1 | 0 |
DateFeb 2025
Total AUM$253.1M
Discretionary$243.6M
Non-Disc.$9.5M
Employees3
Clients0
DateMar 2024
Total AUM$212.8M
Discretionary$194.8M
Non-Disc.$18M
Employees3
Clients66
DateMar 2023
Total AUM$169.5M
Discretionary$161.2M
Non-Disc.$8.3M
Employees3
Clients68
DateJan 2022
Total AUM$193.7M
Discretionary$185.1M
Non-Disc.$8.7M
Employees3
Clients0
DateSep 2021
Total AUM$176.1M
Discretionary$176.1M
Non-Disc.$0
Employees3
Clients0
DateMar 2021
Total AUM$176.1M
Discretionary$176.1M
Non-Disc.$0
Employees3
Clients0
DateSep 2020
Total AUM$123.3M
Discretionary$123.3M
Non-Disc.$0
Employees3
Clients0
DateAug 2020
Total AUM$123.3M
Discretionary$123.3M
Non-Disc.$0
Employees3
Clients0
DateJul 2020
Total AUM$123.3M
Discretionary$123.3M
Non-Disc.$0
Employees3
Clients0
DateJun 2020
Total AUM$123.3M
Discretionary$123.3M
Non-Disc.$0
Employees3
Clients0
DateApr 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateMar 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateFeb 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateFeb 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0