Pelkonen And Associates LLC

Pelkonen and Associates LLC is a registered investment advisor founded in February 2020 and registered in March 2020. The firm offers advisory services to individuals, high net worth individuals, trusts, estates, charitable organizations, and businesses. As a fiduciary, Pelkonen upholds a duty of loyalty, fairness, and good faith towards each client. The firm provides customized investment management solutions, including discretionary investment management and related advisory services. Investment portfolios consist of exchange-traded funds (ETFs) and/or mutual funds, with the possibility of utilizing individual stocks and bonds. Pelkonen primarily focuses on long-term investment strategies but may make adjustments based on client objectives or market conditions. The firm manages $253,099,311 in client assets as of December 31, 2024, with $243,588,397 managed on a discretionary basis and $9,510,914 on a non-discretionary basis. Fees for advisory services are based on a tiered fee schedule, with rates decreasing as assets under management increase. Pelkonen does not participate in wrap fee programs and does not manage or place client assets into such programs. The firm does not charge performance-based fees and does not manage proprietary investment funds. Pelkonen does not have custody of client funds except for limited purposes related to fee deductions and money movement authorizations. The firm's investment approach involves fundamental and technical analysis methods, with a focus on long-term investment strategies. Pelkonen encourages clients to read and discuss any questions they may have about the firm's services. For more information, clients can contact Pelkonen at (631) 396-1032 or visit their website at http://ampwealthcare.com.