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PROCYON
SHELTON, CT
(475) 232-2704
SEC #801-110493Total AUM
$9.2B
Employees
76Clients
3,048Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
1 CORPORATE DRIVE
SUITE 225
SHELTON
CT 06484
United States
SUITE 225
SHELTON
CT 06484
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Monday - Friday
Phone
(475) 232-2704
Other Offices
23
Financials
Total AUM
$9.2B
Accounts
8,716Discretionary
$3.5B
Accounts
8,535Non-Discretionary
$5.7B
Accounts
181
Clients
Individual Clients
2,084AUM
$574.1M
HNW Individual Clients
691AUM
$2.8B
Pooled Vehicle Clients
2AUM
$43.1M
Pension/Profit Sharing Plan Clients
156AUM
$4.9B
Government Entity Clients
12AUM
$479.3M
Corporation or Business Clients
103AUM
$350.5M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
SRO Discipline/Expulsion/SuspensionSRO Rule Violation
State Registrations
ALARAZCACOCTDCFLGAILINKSLAMAMDMEMIMNMOMTNCNHNJNMNVNYOHORPARISCTNTXVAVTWAWIWV
Affiliates
Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.