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Building 2ALCYON WEALTH PARTNERS

Map pinYOUNGSTOWN, OH
Phone(330) 797-4088
NotebookSEC #801-132263
Total AUM
$356.5M
Employees
5
Clients
395

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5121 MAHONING AVENUE
SUITE 101
YOUNGSTOWN
OH 44515-1847
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
(330) 797-4088

ReceiptFinancials

Total AUM
$356.5M
Accounts
1,096
Discretionary
$356.5M
Accounts
1,096
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
289
AUM
$84.9M
HNW Individual Clients
94
AUM
$267.2M
Corporation or Business Clients
12
AUM
$4.4M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZFLGAMONCNHOHPATX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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