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
Firm Details
- Organization Type
- Corporation
- State of Formation
- New York
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jan 20, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CARDILLO, GILBERT, ALAN | I | PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | Control |
| CARDILLO, GILBERT, ALAN | I | PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | Control |
| CARDILLO, GILBERT, ALAN | I | PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | Control |
| CARDILLO, GILBERT, ALAN | I | PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | Control |
| CARDILLO, GILBERT, ALAN | I | PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | Control |
| CARDILLO, GILBERT, ALAN | I | PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | Control |
| CARDILLO, GILBERT, ALAN | I | PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Jan 20, 2025 REGISTERED
Notice Filings (3)
NH NY TX
Address
53 LAKE AVENUERIVERHEAD, NY 11901
United States
Phone: (631) 369-8877