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MEDALLION WEALTH ADVISORS, LLC

Tel: 860-967-3032
2 Bridgewater Road
Suite 201
Farmington, Connecticut  06032

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MEDALLION WEALTH ADVISORS, LLC

MEDALLION WEALTH ADVISORS, LLC is a Farmington, Connecticut based financial advisory firm with nearly $328,916,668 in assets under management and provides investment advisory services for 1449 clients. There are currently 7 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Pesnsion consulting services , Selection for other advisors

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

156064

SEC#:

801-116959

No. of Clients:

1449

Assets under Management

$328,916,668

No. of Advisors:

7

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