PROCYON

1 Corporate Drive
Suite 225
Shelton, Connecticut 06484
Tel: (475) 232-2704

About PROCYON

PROCYON, formally registered with the SEC as PROCYON. The firm was established in 05/26/2017. They have over 12 offices throughout the country.

PROCYON is a Shelton, Connecticut based Financial Planning firm with nearly $7,769,672,465 assets under management, offering retirement planning & investment advisory services to 5638 clients. The firm is staffed with 47 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	288239
SEC#	801-110493
Assets Managed by Firm	$7,769,672,465
No. of Clients	5638
No. of Advisors	47

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 pooled investment vehicles
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	5638	$7,769,672,465
Individuals (other than high net worth individuals)	761	$250,190,866
High net worth individuals	519	$2,389,604,550
Pension and profit sharing plans	128	$4,215,420,715
Corporations or other businesses	34	$464,331,737

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