Halcyon Global Advisors

Finance · Texas, United States · 1-10 Employees

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Overview

Headquarters

15660 Dallas Pkwy Ste 1425, Dallas, Texa...

Phone Number

(972) 499-8275

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
2
1
1
1
1
1

About Halcyon Global Advisors

Halcyon Global Advisors is a boutique family office that offers personalized financial planning and investment management services tailored to business owners, professionals, individuals, and families. Their core offerings include customized portfolio management and comprehensive financial planning that addresses various aspects of clients' financial lives. The firm emphasizes a holistic approach to wealth management, guiding clients through wealth creation, preservation, and legacy transfer. Halcyon collaborates with trusted professionals to provide specialized tax and estate planning solutions, ensuring clients meet their financial goals while minimizing tax liabilities.Explore more
Halcyon Global Advisors's Social MediaPopular SearchesHalcyon Global Advisors LLCHalcyon Global AdvisorsAlcyon3 LLCHalcyon Ny LLCSIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Halcyon Global Advisors

<$5M
1-10
Private
-
2013
N/A
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
1-10
Private
-
2006
JM
Jennifer MurphyFinancial Planner
<$5M
1-10
Private
-
1999
Nathaniel Klitzing, Chief Executive Officer & Principal & Wealth Advisor at Cambridge Capital Management
Nathaniel KlitzingCEO & Principal & Wealth Advisor
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2011
CF
Cheri FranklinPresident & Co-Founder
<$5M
1-10
Private
-
2012
MS
Myrna StoutMortgage Loan Processor and Nmls 269244
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Halcyon Global Advisors Tech Stack

A closer look at the technologies used by Halcyon Global Advisors

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Frequently Asked Questions Regarding Halcyon Global Advisors

What is Halcyon Global Advisors's official website?
Halcyon Global Advisors's official website is www.halcyonga.com
What is Halcyon Global Advisors's Revenue?
Halcyon Global Advisors's revenue is <$5 Million
What is Halcyon Global Advisors's SIC code?
Halcyon Global Advisors's SIC: 62,628
What is Halcyon Global Advisors's NAICS code?
Halcyon Global Advisors's NAICS: 52,523
How many employees does Halcyon Global Advisors have?
Halcyon Global Advisors has 1-10 employees
What industry does Halcyon Global Advisors belong to?
Halcyon Global Advisors is in the industry of: Finance, Securities Trading
What is Halcyon Global Advisors competition?
Halcyon Global Advisors top competitors include: Clarity Capital Advisors, Stockade Wealth Management, Veritas Wealth Management, Focus Financial Network
What technology does Halcyon Global Advisors use?
Some of the popular technologies that Halcyon Global Advisors uses are: reCAPTCHA, Cloudflare CDN, Google Font API, Microsoft 365
How do I contact Halcyon Global Advisors?
Halcyon Global Advisors contact info: Phone number: (972) 499-8275 Website: www.halcyonga.com
What does Halcyon Global Advisors do?

Halcyon Global Advisors is a boutique family office that offers personalized financial planning and investment management services tailored to business owners, professionals, individuals, and families. Their core offerings include customized portfolio management and comprehensive financial planning that addresses various aspects of clients' financi... al lives. The firm emphasizes a holistic approach to wealth management, guiding clients through wealth creation, preservation, and legacy transfer. Halcyon collaborates with trusted professionals to provide specialized tax and estate planning solutions, ensuring clients meet their financial goals while minimizing tax liabilities.Read More

What are Halcyon Global Advisors social media links?
Halcyon Global Advisors Linkedin page
Is Halcyon Global Advisors a public company?
Halcyon Global Advisors is private company therefore does not currently have an official ticker symbol
See more information about Halcyon Global Advisors

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