# PELKONEN AND ASSOCIATES LLC

PELKONEN AND ASSOCIATES LLC of MELVILLE, NY is an SEC-registered investment adviser.

## Registration

- CRD: 305933
- Type: SEC-registered investment adviser
- SEC file number: 801-118271
- Location: 425 BROADHOLLOW ROAD, SUITE 112, MELVILLE, NY, 11747
- Phone: (631) 396-1032
- Latest filing: 2026-03-13
- Regulatory AUM: $293.3M
- Discretionary AUM: $278.7M
- Non-discretionary AUM: $14.6M
- Clients: 4
- Accounts: 906

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Charities

## Officers, owners & control persons (3)

| Name | Role | Location |
| --- | --- | --- |
| Allan Michael Pelkonen | MANAGING MEMBER, PRINCIPAL; AND CHIEF COMPLIANCE OFFICER | — |
| WINN CHRISTOPHER EDWARD | CHIEF COMPLIANCE OFFICER; MANAGING MEMBER | — |
| PELKONEN ALLAN MICHAEL | MANAGING MEMBER, PRINCIPAL; AND CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/305933/brochure
- Similar advisers: https://search.stillhousedata.com/firm/305933/similar
- Related entities: https://search.stillhousedata.com/firm/305933/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/305933

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.