Pegasus Group, LLC

Pegasus Group, LLC (CRD# 113499) is a financial advisory firm headquartered in Montebello, NY. They manage $34,344,752 in 45 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    34
    MILLION
  • Total Number of Accounts
    45
    ACCOUNTS
  • Average Account Value
    $763,217
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
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NJ, NY

Financial Advisors at Pegasus Group, LLC
No Advisor Found.
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