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Procyon Partners

EST. AUM
$9,204,268,020

CONTACTS
18

CLIENT ACCOUNTS
8,716

Firm Details

Metro area Hartford
CRD Number 288239
Website procyonpartners.net
Client types

Overview

Procyon Partners is an independent, employee-owned financial advisory firm with a dual focus: helping institutions prudently manage the retirement plans, endowments, and foundations under their stewardship, and assisting affluent individuals, families, and business owners effectively fulfill their dreams through sensible financial planning, and investment and risk management. The firm is passionately devoted to providing clients with the knowledge, experience, and support they need to make confident, informed decisions. *As of Dec 2024, Procyon Partners is in the market for a new minority investor.

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Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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