PROCYON ADVISORS, LLC
Shelton, Connecticut
5.0
1 Review
Procyon Advisors, LLC, based out of Shelton, CT, is a renowned regional investment advisory firm with a solid reputation in the financial industry. With over 730 individual clients and an impressive $4,940,000,000 in assets under management, they have established themselves as a trusted partner in wealth management. Procyon Advisors operates from seven offices strategically located to cater to their diverse client base. The firm's comprehensive approach to investment management is reflected in the fact that 25% of the assets they manage are discretionary, allowing clients to benefit from their expertise and experience. The com...
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Assets Under Mgmt

$4.94B

Investment Professionals

29

Locations

6

% 401K & Individual

5%

% Discretionary

25%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Pension consulting services
Selection of other advisers
Disclosures
Orders brought against in connection to investment related activities (10yrs)
Disciplined by self-regulatory organization or commodities exchange
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