PECONIC ASSET PLANNING, INC.
Legal name: PECONIC ASSET PLANNING
CRD #310121 SEC #801-123475 RIVERHEAD, NY (631) 369-8877
SEC Registered
Total AUM
$47.9M
Discretionary
$47.9M
Employees
1
Clients
--
Accounts
199
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2025 | $47.9M | $47.9M | $0 | 1 | 0 |
| Jan 2024 | $40.6M | $40.6M | $0 | 1 | 0 |
| Dec 2023 | $32.7M | $32.7M | $0 | 1 | 0 |
| Jan 2023 | $32.7M | $32.7M | $0 | 1 | 0 |
| Jun 2022 | $31.1M | $31.1M | $0 | 3 | 0 |
| Feb 2022 | $31.1M | $31.1M | $0 | 3 | 0 |
| Feb 2022 | $31.1M | $31.1M | $0 | 3 | 0 |
DateJan 2025
Total AUM$47.9M
Discretionary$47.9M
Non-Disc.$0
Employees1
Clients0
DateJan 2024
Total AUM$40.6M
Discretionary$40.6M
Non-Disc.$0
Employees1
Clients0
DateDec 2023
Total AUM$32.7M
Discretionary$32.7M
Non-Disc.$0
Employees1
Clients0
DateJan 2023
Total AUM$32.7M
Discretionary$32.7M
Non-Disc.$0
Employees1
Clients0
DateJun 2022
Total AUM$31.1M
Discretionary$31.1M
Non-Disc.$0
Employees3
Clients0
DateFeb 2022
Total AUM$31.1M
Discretionary$31.1M
Non-Disc.$0
Employees3
Clients0
DateFeb 2022
Total AUM$31.1M
Discretionary$31.1M
Non-Disc.$0
Employees3
Clients0