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PECONIC ASSET PLANNING

RIVERHEAD, NY · CRD 310121 · IAPD ↗ · peconicassetplanning.com · (631) 369-8877

$64.6MRegulatory AUM
1Advisory reps
2Employees
0Clients
n/aPlanning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
February 2026 — PECONIC ASSET PLANNING reported RAUM up 35% ($47.9M -> $64.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.