MEDALLION WEALTH ADVISORS, LLC
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
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
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