Medallion Wealth Advisors

Have updates for this profile? Please contribute data

= Subscriber Access Only

You are viewing a preview of this profile. Request a Preqin Pro demo for full access to all profiles and underlying data.

With Preqin Pro, you gain an unobstructed view of all alternative asset class activity across institutional investors, fund managers, funds, portfolio companies, deals, exits, and service providers.

Medallion Wealth Advisors — overview

Assets Under Management

Type

Wealth Manager

Location

Farmington, CT, US

Alternative Asset Classes

RE

About

Medallion Wealth Advisors is a US-based wealth manager and registered investment advisor. It provides investment advisory services to its clients on both discretionary and non-discretionary basis. The services it offers include investment management, portfolio management, financial planning, college planning, and retirement planning. The wealth manager advises individuals, high-net-worth individuals, families, trusts, estates, and charitable organizations.

Medallion Wealth Advisors - known decision makers (5)

Contact NamePositionLocationEmailTelephoneAsset Class
Vice President, InvestmentsFarmington, USRE
President & Investment Advisor RepresentativeFarmington, USRE
Investment Advisor RepresentativeFarmington, USRE
Investment Advisor RepresentativeFarmington, USRE
Financial AdvisorFarmington, USRE

Showing 5 of 5 known decision makers Medallion Wealth Advisors

Preqin screens the most influential contacts in alternatives, so you only reach the key decision makers

Request a demo to see more

Time to go Pro

Get Preqin Pro for unrestricted access to 600,000+ detailed profiles on fund managers, investors, funds, companies, and other alternative asset players. Unlock exclusive data on future plans, company financials, fundraising history, track records, and more.