Pegasus Asset Management Inc.
Pegasus Asset Management Inc. (CRD# 104766) is a financial advisory firm headquartered in Montebello, NY. They manage $411,619,888 in 808 accounts and serve the financial needs of clients across 10 states (or territories).
Current Firm Details
Pegasus Asset Management Inc.
By the Numbers
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Total Assets Under Management412MILLION
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Total Number of Accounts808ACCOUNTS
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Average Account Value$509,431
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, FL, MI, NC, NH, NJ, NY, PA, SC, TX
Financial Advisors at Pegasus Asset Management Inc.
1
Rodd Berro (CRD# 4341041) is an Investment Advisor Representative working at Pegasus Asset Management Inc. in Montebello, NY and has 1 year of experience in the finance industry.
2
John Sebastiano (CRD# 4341050) is an Investment Advisor Representative working at Pegasus Asset Management Inc. in Montebello, NY and has 1 year of experience in the finance industry.
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