Peconic Asset Planning

Overview

Peconic Asset Planning is an independent, corporately organized registered investment adviser that began SEC registration in 2022 and is owned by an individual. The firm provides discretionary portfolio management with an emphasis on serving individuals, families and small-business owners; it also lists institutional clients. Compensation is by fee based on assets under management. The practice does not identify as an active ESG investor, and its filings do not describe roles as a capital allocator, pension consultant, or related-adviser network participant. The advisory activity listed in its materials centers on portfolio management for individuals and small businesses rather than broader consulting or fiduciary outsourcing.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices