MEDALLION WEALTH ADVISORS, LLC

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

About MEDALLION WEALTH ADVISORS, LLC

MEDALLION WEALTH ADVISORS, LLC, formally registered with the SEC as MEDALLION WEALTH ADVISORS, LLC. The firm was established in 07/15/2019. They have over 3 offices throughout the country.

MEDALLION WEALTH ADVISORS, LLC is a Farmington, Connecticut based Financial Planning firm with nearly $328,916,668 assets under management, offering retirement planning & investment advisory services to 1449 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	156064
SEC#	801-116959
Assets Managed by Firm	$328,916,668
No. of Clients	1449
No. of Advisors	7

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

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

Firm Client Information

	No. of Clients	AUM
Firm Total	1449	$328,916,668
Individuals (other than high net worth individuals)	1402	$276,365,668
High net worth individuals	30	$37,000,000
Pension and profit sharing plans	1	$100,000
Charitable organizations	4	$12,950,000
Corporations or other businesses	12	$2,501,000

More Retirement Planning firms in Farmington, Connecticut:

Firm Name	Assets Under Management	Total Clients	Total Advisors
POINT72 ASSET MANAGEMENT, L.P. 72 Cummings Point Road Stamford, CT, 06902-7912	$172,101,281,944	15	2872
BRIDGEWATER ASSOCIATES, LP One Nyala Farms Road Westport, CT, 06880	$171,751,270,410	133	1196
AQR CAPITAL MANAGEMENT, LLC One Greenwich Plaza Suite 130, 3rd Floor Greenwich, CT, 06830	$132,541,536,421	294	573
HARTFORD INVESTMENT MANAGEMENT COMPANY One Hartford Plaza Hartford, CT, 06155	$110,207,824,026	170	296
VERITION FUND MANAGEMENT LLC One American Lane Greenwich, CT, 06831-9998	$107,251,821,000	4	524

Explore More Retirement Advisors in Farmington, Connecticut

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.