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PECONIC ASSET PLANNING, INC.
PECONIC ASSET PLANNING, INC.
PECONIC ASSET PLANNING
RIVERHEAD, New York
·
1 registered advisor
·
CRD# 310121
SEC# 801-123475
0
(631) 369-8877
01
Firm Overview
AUM
$41M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Compensation
Percentage of AUM
03
Specialties
Investment Management
Fee-Only Advisory
04
Advisors at PECONIC ASSET PLANNING, INC.
1 registered advisor
Gilbert Alan Cardillo
RIVERHEAD, New York
CRD# 1110960
05
Office Locations
RIVERHEAD, New York
1 advisor
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Data sourced from SEC Form ADV filings. PECONIC ASSET PLANNING, INC. (CRD# 310121) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.