Halcyon Professional Advisors

Finance · Alabama, United States · 1-10 Employees

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Overview

Headquarters

101 1st Ave NE Ste 210, Cullman, Alabama...

Phone Number

(256) 531-9119

Revenue

<$5 Million

Industry

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

About Halcyon Professional Advisors

Halcyon Professional Advisors, LLC offers a range of financial services including investment oversight, tax planning, and financial planning strategies. The firm is dedicated to providing a holistic approach to financial wellness for its clients, which include individuals and business owners. They emphasize the importance of tailored financial advice and resources to help clients achieve their financial goals. Registered as an Investment Advisor with the Alabama Securities Commission, they aim to educate clients on various financial topics and strategies.Explore more
Popular SearchesHalcyon Professional Advisors LLCBroadridge Investor Communication Solutions IncHalcyon Professional AdvisorsProfessional Advisors 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 Professional Advi...

<$5M
1-10
Private
-
-
N/A
<$5M
11-50
Private
<$5M
2005
AG
Aleen GordonFinancial Planning Assistant
<$5M
1-10
Private
-
2002
MK
Matthew KruszewskiDirector, Marketing & Licensed Agent
<$5M
11-50
Private
-
1989
SF
Sean FitzPatrickManaging Director
<$5M
11-50
Private
-
2006
WM
Wanda McLevisManager, Operations
<$5M
1-10
Private
-
1983
<$5M
1-10
Private
-
2018
BF
Brian FryFinancial Planner & Founder
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Halcyon Professional Advisors Tech Stack

A closer look at the technologies used by Halcyon Professional Advisors

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Frequently Asked Questions Regarding Halcyon Professional Advisors

What is Halcyon Professional Advisors's official website?
Halcyon Professional Advisors's official website is www.halcyonproadvisors.com
What is Halcyon Professional Advisors's Revenue?
Halcyon Professional Advisors's revenue is <$5 Million
What is Halcyon Professional Advisors's SIC code?
Halcyon Professional Advisors's SIC: 62,628
What is Halcyon Professional Advisors's NAICS code?
Halcyon Professional Advisors's NAICS: 52,523
How many employees does Halcyon Professional Advisors have?
Halcyon Professional Advisors has 1-10 employees
What industry does Halcyon Professional Advisors belong to?
Halcyon Professional Advisors is in the industry of: Finance, Securities Trading
What is Halcyon Professional Advisors competition?
Halcyon Professional Advisors top competitors include: Radnor Financial Advisors, Moore Financial Strategies, Fountainhead Wealth, Safe Landing Financial
What technology does Halcyon Professional Advisors use?
Some of the popular technologies that Halcyon Professional Advisors uses are: Google Font API, Microsoft 365, Google Tag Manager, Font Awesome
How do I contact Halcyon Professional Advisors?
Halcyon Professional Advisors contact info: Phone number: (256) 531-9119 Website: www.halcyonproadvisors.com
What does Halcyon Professional Advisors do?

Halcyon Professional Advisors, LLC offers a range of financial services including investment oversight, tax planning, and financial planning strategies. The firm is dedicated to providing a holistic approach to financial wellness for its clients, which include individuals and business owners. They emphasize the importance of tailored financial advi... ce and resources to help clients achieve their financial goals. Registered as an Investment Advisor with the Alabama Securities Commission, they aim to educate clients on various financial topics and strategies.Read More

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

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