Procyon
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$7,769,672,465
Total clients
1,280
41% high-net worth
Total advisors
34
of 47 employees
Firm size
Multi Team
Average clients per advisor
38
Average account size
$6,070,057
Client services
Fee options
Financial planning fixed fees generally range between $2,500 and $25,000. Educational seminars/workshops fixed fees up to $2,500 per engagement. Institutional consulting also offered for fixed fees.
$0 - $1,000,000: 1.25% annually $1,000,001 - $5,000,000: 1.00% annually $5,000,001 - $10,000,000: 0.75% annually $10,000,001 - $20,000,000: 0.65% annually $20,000,001 - $50,000,000: 0.55% annually $50,000,001 - $100,000,000: 0.45% annually $100,000,001+: Negotiable
Managing Director $450/hr, Certified Financial Planners $350/hr, Non-CFP Analysts $250/hr for financial planning and consulting services. Institutional consulting services up to $450/hr.
Fee-only: Financial planning and consulting services offered on hourly basis or fixed fee ranging from $2,500 to $25,000. Hourly rates: Managing Director $450/hr, CFP $350/hr, Non-CFP $250/hr.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Procyon
1 Corporate Drive, Suite 225
Shelton CT 06484, United States
Number of offices
11
Quick links
Advisors at this firm
James D
CFP®, Series 65
Melville, NY
Procyon
Terry C
CFP®, Series 65
Chesapeake, VA
Procyon
Caroline W
CFP®, Series 66
Shelton, CT
Procyon
Andrew J. L
CFP®, Series 63, Series 65
Shelton, CT
Procyon
Gerald S
Series 63, Series 65
Flint, MI
Procyon
Bevin N
CFP®, Series 63, Series 65
Shelton, CT
Procyon
Selena K
Series 63, Series 65
Shelton, CT
Procyon
Richard A
Series 63, Series 65
Shelton, CT
Procyon
Joel L
CFP®, Series 63, Series 65
Shelton, CT
Procyon
Thomas L
Series 63, Series 65
Shelton, CT
Procyon
Michael K
CFP®, Series 63, Series 65, Series 66
Virginia Beach, VA
Procyon
Jacob R
Series 65, Series 66
Frisco, TX
Procyon
Thomas G
Series 63, Series 66
Saint James, NY
Procyon
Robert A
CFP®, Series 63
Melville, NY
Procyon
Curtis I
CFP®, Series 63, Series 65
Shelton, CT
Procyon
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