Overview
Assets Under Management: $407 million
Headquarters: FARMINGTON, CT
High-Net-Worth Clients: 5
Average Client Assets: $46 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 5
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 57.01
Average High-Net-Worth Client Assets: $46 million
Total Client Accounts: 1,493
Discretionary Accounts: 1,301
Non-Discretionary Accounts: 192
Regulatory Filings
CRD Number: 156064
Filing ID: 1944790
Last Filing Date: 2025-03-07 13:30:00
Website: https://medallionwealth.com