| Firm Name | Type | Location | AUM | Contact | |
|---|---|---|---|---|---|
PRProcyon Partners |
Family Office - Multi | Shelton, CT, United States | $5.5B | ||
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About
Procyon Partners is a multi family office based in Shelton, CT, United States. The firm manages approximately $5.5B in assets under management. Contacts
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| Wealth Manager | Fort Worth, United States | $277M | |||
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About
Learn about our comprehensive wealth management services for families, plan for the future and reach your goals today. Visit us at SheltonWealth.com. Founded2021 Website Contacts
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| Wealth Manager | Shelton, United States | $135M | |||
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About
Since 1985, the professionals at Ganim Financial have been providing specialized benefits planning and wealth management strategies for individuals and businesses of all sizes. Founded2016 Website Contacts
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| Wealth Manager | Shelton, United States | — | |||
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About
Constitution Investment Advisory And Portfolio Management is a wealth manager based in Shelton, US. Founded in 2007. Founded2007 Website Contacts
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| Wealth Manager | Shelton, United States | — | |||
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About
Partner with Procyon for a simpler path to exceptional outcomes in financial planning, investment management, employee benefits, tax & accounting, and risk management. We are a 100% employee-owned, independent firm committed to serving our clients and the community. Founded2017 Website Contacts
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