# Alkon Financial Services, LLC

> Alkon Financial Services, LLC is a state-registered investment advisory firm, registered since 2010, with no regulatory assets under management reported in its Form ADV filing dated January 27, 2026.

- CRD: 146879
- Filed as: ALKON FINANCIAL SERVICES, LLC
- Legal name: Alkon Investment Management LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Massachusetts
- Filing period: October 2026
- Form ADV filing dated: January 27, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/146879
- AdvisorCensus page: https://advisorcensus.com/firm/alkon-financial-services-llc-146879

## Quick answers

**How is Alkon Financial Services, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Alkon Financial Services, LLC reports these compensation arrangements: other.

**Is Alkon Financial Services, LLC registered with the SEC or a state?**
Alkon Financial Services, LLC is a state-registered investment advisory firm, registered since 2010. Status as filed: APPROVED. CRD 146879.

**Does Alkon Financial Services, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/146879

## From the Form ADV filing

### Compensation (Item 5.E)
- Other

### Advisory services (Item 5.G)
- Other

### Firm details
- Registered since: 2010 (16 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Alkon Financial Services, LLC (CRD 146879): Form ADV filing data as of October 2026.