Halcyon Financial Group

Finance · Michigan, United States · 1-10 Employees

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Overview

Headquarters

2820 Jefferson Ave, Midland, Michigan, 4...

Phone Number

(989) 832-0984

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
Jan
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May
ZI Rank
1
1
1
1
1
1

About Halcyon Financial Group

Halcyon Financial Group is an independent financial advisory firm based in Grand Rapids and Midland, Michigan, providing investment advisory services to clients across the U.S. Their wealth management team specializes in serving select families, individuals, business owners, and small businesses. The firm emphasizes trust, transparency, and accountability, and is committed to the highest standard of fiduciary care as indicated by their Accredited Investment Fiduciary (AIF) designation. They offer comprehensive financial planning and portfolio management services tailored to their clients' needs.Explore more
Popular SearchesHalcyon Financial GroupGroup Halcyon FinancialHalcyon Financial Group LLCSIC Code 62,628NAICS Code 52,523Show more

Halcyon Financial Group Org Chart

PhoneEmail
JM
United States flag for contact location.

Owner and Financial Advisor

PhoneEmail
RM
United States flag for contact location.

Lpl Financial Advisor

PhoneEmail

PhoneEmail
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Compare insights from companies similar to Halcyon Financial Group, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Halcyon Financial Group

<$5M
1-10
Private
-
2012
JM
Joseph MartinezOwner and Financial Advisor
<$5M
11-50
Private
-
2018
N/A
<$5M
11-50
Private
-
1998
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
11-50
Private
-
1989
SF
Sean FitzPatrickManaging Director
<$5M
1-10
Private
-
2010
Aaron Larson, President at WaterRock Financial
Aaron LarsonPresident
<$5M
1-10
Private
-
2003
Wm. Lee, President at Wealth Advisory Services
Wm. LeePresident
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Halcyon Financial Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Halcyon Financial Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Halcyon Financial Group.

Halcyon Financial Group Tech Stack

A closer look at the technologies used by Halcyon Financial Group

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Frequently Asked Questions Regarding Halcyon Financial Group

What is Halcyon Financial Group's official website?
Halcyon Financial Group's official website is www.halcyonfg.com
What is Halcyon Financial Group's Revenue?
Halcyon Financial Group's revenue is <$5 Million
What is Halcyon Financial Group's SIC code?
Halcyon Financial Group's SIC: 62,628
What is Halcyon Financial Group's NAICS code?
Halcyon Financial Group's NAICS: 52,523
How many employees does Halcyon Financial Group have?
Halcyon Financial Group has 1-10 employees
What industry does Halcyon Financial Group belong to?
Halcyon Financial Group is in the industry of: Finance, Securities Trading
What is Halcyon Financial Group competition?
Halcyon Financial Group top competitors include: Wealth Advisory Services, WaterRock Financial, Stockade Wealth Management, Radnor Financial Advisors
What technology does Halcyon Financial Group use?
Some of the popular technologies that Halcyon Financial Group uses are: Proofpoint, Imperva Incapsula, BlueHost
How do I contact Halcyon Financial Group?
Halcyon Financial Group contact info: Phone number: (989) 832-0984 Website: www.halcyonfg.com
What does Halcyon Financial Group do?

Halcyon Financial Group is an independent financial advisory firm based in Grand Rapids and Midland, Michigan, providing investment advisory services to clients across the U.S. Their wealth management team specializes in serving select families, individuals, business owners, and small businesses. The firm emphasizes trust, transparency, and account... ability, and is committed to the highest standard of fiduciary care as indicated by their Accredited Investment Fiduciary (AIF) designation. They offer comprehensive financial planning and portfolio management services tailored to their clients' needs.Read More

Is Halcyon Financial Group a public company?
Halcyon Financial Group is private company therefore does not currently have an official ticker symbol
See more information about Halcyon Financial Group

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