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PECONIC ASSET PLANNING
PECONIC ASSET PLANNING, INC.
CRD 310121 · SEC 801-123475
53 LAKE AVENUE, RIVERHEAD, NY, 11901, United States
Phone
(631) 369-8877
Fax
(631) 369-9107
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$64.6M
Discretionary AUM
$64.6M
Team
2 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-01-27
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 188 | $43.2M |
| High net worth individuals | 15 | $16.9M |
| Charitable organizations | 1 | $3.6M |
| Corporations/business entities | 2 | $925K |
States served
NY, TX, NH
All web addresses on file
Official SEC filing: View on IAPD