Peconic Asset Planning
Peconic Asset Planning (CRD# 310121) is a financial advisory firm headquartered in Riverhead, NY. They manage $40,589,083 in 181 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management41MILLION
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Total Number of Accounts181ACCOUNTS
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Average Account Value$224,249
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NH, NY, TX
Financial Advisors at Peconic Asset Planning
1
Gilbert Cardillo (CRD# 1110960) is an Investment Advisor Representative working at Peconic Asset Planning in Riverhead, NY and has over 39 years of experience in the finance industry.
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