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| Medallion Wealth Advisors LLC
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| |
|---|---|
| CRD # | 156064 |
| SEC # | 801-116959 |
| CIK # | |
| AUM | $328.9 MM (2024-02-21) |
| Employees | 7 (71% Investors, 71% Brokers) |
| Phone | 860-967-3032 |
| Address | 2 Bridgewater Road Farmington, CT 06032 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,402 | 276.4 |
| (b) Individuals (high net worth individuals) | 30 | 37.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 0.1 |
| (h) Charitable organizations | 4 | 12.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 12 | 2.5 |
| (n) Other | 0 | 0.0 |
| Total | 1,449 | 328.9 |
| By Discretionary | ||
| Discretionary | 1,263 | 316.9 |
| Non-Discretionary | 186 | 12.1 |
| Total | 1,449 | 328.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 328.9 | |
| Total | 1,449 | 328.9 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Womack Wealth Management Inc
✚
|
CA | 0.3 |
|
Giverny Capital Advisors LLC
✚
|
NJ | 0.3 |
|
Kimery Wealth Management LLC
✚
|
TN | 0.3 |
|
Investment Management Consultants
✚
|
NV | 0.3 |
|
Riverstone Advisors LLC
✚
|
TX | 0.3 |
|
Clarendon Private LLC
✚
|
MA | 0.3 |
|
Ceera Investments LLC
✚
|
TX | 0.3 |
|
Cherrydale Wealth Management LLC
✚
|
NJ | 0.3 |
|
Zullo Investment Group Inc
✚
|
PA | 0.3 |
|
Seven Mile Advisory LLC
✚
|
NJ | 0.3 |