Pegasus Group, LLC

Pegasus Group, LLC (CRD# 113499) is a financial advisory firm headquartered in Montebello, NY. They manage $57,387,214 in 20 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
400 Rella Blvd., Suite 157, Montebello, NY 10901
By the Numbers
  • Total Assets Under Management
    57
    MILLION
  • Total Number of Accounts
    20
    ACCOUNTS
  • Average Account Value
    $2,869,361
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)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NJ, NY

Financial Advisors at Pegasus Group, LLC
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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