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| Happy Holidays!! thanks for using AUM13F!! |
| Medallion Wealth Advisors LLC
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| CRD # | 156064 |
| SEC # | 801-116959 |
| CIK # | |
| AUM | $407.4 M (2025-03-07) |
| Employees | 7 (71% Investors, 57% Brokers) |
| Phone | 860-967-3032 |
| Address | 2 Bridgewater Road Farmington, CT 06032 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,416 | 232.3 |
| (b) Individuals (high net worth individuals) | 60 | 154.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 0.1 |
| (h) Charitable organizations | 4 | 16.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 12 | 3.5 |
| (n) Other | 0 | 0.0 |
| Total | 1,493 | 407.4 |
| By Discretionary | ||
| Discretionary | 1,301 | 383.9 |
| Non-Discretionary | 192 | 23.6 |
| Total | 1,493 | 407.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 407.4 | |
| Total | 1,493 | 407.4 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Soundview Advisors Inc
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|
WA | 0.4 |
|
Kades & Cheifetz LLC
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|
PA | 0.4 |
|
Obsidian Personal Planning Solutions LLC
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|
MD | 0.4 |
|
Cherrydale Wealth Management LLC
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|
NJ | 0.4 |
|
Branson Fowlkes & Co Inc
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|
TX | 0.4 |
|
Meridiana MFO LLC
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|
FL | 0.4 |
|
Horizon Advisors LLC
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|
TX | 0.4 |
|
Asset Planning Corporation
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|
TN | 0.4 |
|
Spartan Wealth Advisory Services LLC
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|
MI | 0.4 |
|
Fidato Wealth LLC
✚
|
OH | 0.4 |