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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 |
More Retirement Planning firms in Shelton, Connecticut:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $172,101,281,944 | 15 | 2872 | |
| $171,751,270,410 | 133 | 1196 | |
| $132,541,536,421 | 294 | 573 | |
| $110,207,824,026 | 170 | 296 | |
| $107,251,821,000 | 4 | 524 |
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