PECUNIA

PECUNIA SERVICES INC. Legal Name

Adviser information for PECUNIA last updated from Form ADV on November 17th, 2023. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Corporation
Fiscal Year End DECEMBER
Legal Location Delaware, United States

Employees

Total Number of Employees 1
Investment Advisory/Research 1
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 1
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios No

Clients

Type Number RAUM
Individuals 0 $0
HNW Individuals 0 $0
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 0 $0
Charitable organizations 0 $0
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 0 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 0

Services

Advisory Services Portfolio management for individuals and/or small businessesPension consulting services
Compensation % of AUM

Identifiers

SEC RIA File Number 801-119821
SEC ERA File Number 801-119821
SEC CIK Numbers None
SEC CRD Numbers 311337
Legal Entity Identifier None

Principal Office

757 N. ORLEANS STREET,
UNIT 1805
CHICAGO
IL
United States
BY APPOINTMENT ONLY, BY APPOINTMENT ONLY
Tel: 312-810-6169, Fax: None

Websites

Chief Compliance Officer

JONATHAN WOZNAK
CHIEF EXECUTIVE OFFICER
757 N. ORLEANS STREET
1805
CHICAGO
IL
United States
Tel: 3128106169
(Full email address available in API data)

Regulatory Contact

JONATHAN WOZNAK
CHIEF EXECUTIVE OFFICER
757 N. ORLEANS STREET
1805
CHICAGO
IL
United States
Tel: 3128106169
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
WOZNAK, JONATHAN, G Individual CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER 09/2020 > 75%

No. Employees, Historic

1050202020212022202320241 on 10/19/20201 on 11/13/20201 on 11/22/20201 on 11/23/20201 on 11/28/20201 on 12/3/20201 on 1/14/20211 on 1/25/20211 on 3/27/20221 on 3/29/20231 on 10/16/20231 on 11/17/2023

RAUM, Historic

0002020202120220 on 10/19/20200 on 11/13/20200 on 11/22/20200 on 11/23/20200 on 11/28/20200 on 12/3/20200 on 1/14/20210 on 1/25/2021