MEDALLION WEALTH ADVISORS, LLC - Financial Advisor in Connecticut, Farmington

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

About 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

Firm CRD#:

156064

Firm SEC#:

801-116959

Assets Under Management:

$328,916,668

No. of Clients:

1449

No. of Advisors:

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

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