Medallion Wealth Advisors

Finance · Connecticut, United States · 1-10 Employees

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Overview

Headquarters

2 Bridgewater Rd Ste 201, Farmington, Co...

Phone Number

(860) 967-3032

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
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ZI Rank
1
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About Medallion Wealth Advisors

Medallion Wealth Advisors is a full-service financial firm dedicated to assisting individuals and businesses in achieving their financial goals. The firm offers a range of services including investment management, financial planning, and customized strategies tailored to clients' specific needs. Their team of experts works closely with clients to understand their financial concerns and adapt strategies as circumstances change. Medallion Wealth Advisors prioritizes client relationships, aiming to support families in realizing their long-term financial aspirations.Explore more
Medallion Wealth Advisors's Social MediaPopular SearchesMedallion Wealth Advisors LLCMedallion Wealth AdvisorsMedallion Wealth PartnersMatthew Woods WeberMatthew Woods Weber, CFPSIC Code 62,628NAICS Code 52,523Show more

Medallion Wealth Advisors Org Chart

PhoneEmail
JM
United States flag for contact location.

Chief Compliance Officer

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Medallion Wealth Advisors

<$5M
1-10
Private
-
2010
JM
Jeremy MonteChief Compliance Officer
$8.6M
11-50
Private
-
2010
MG
Michael GoodwinFounding Partner
<$5M
1-10
Private
-
2020
BS
Barbara SambuchiSenior Private Wealth Associate
<$5M
1-10
Private
-
1995
JM
Jeffrey MurphyChief Investment Officer
<$5M
1-10
Private
-
-
KG
Kevin GoodManager, Wealth
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2009
JR
Julie RavensbergInsurance and Annuity Manager
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Medallion Wealth Advisors Tech Stack

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Frequently Asked Questions Regarding Medallion Wealth Advisors

What is Medallion Wealth Advisors's official website?
Medallion Wealth Advisors's official website is www.medallionwealth.com
What is Medallion Wealth Advisors's Revenue?
Medallion Wealth Advisors's revenue is <$5 Million
What is Medallion Wealth Advisors's SIC code?
Medallion Wealth Advisors's SIC: 62,628
What is Medallion Wealth Advisors's NAICS code?
Medallion Wealth Advisors's NAICS: 52,523
How many employees does Medallion Wealth Advisors have?
Medallion Wealth Advisors has 1-10 employees
What industry does Medallion Wealth Advisors belong to?
Medallion Wealth Advisors is in the industry of: Finance, Securities Trading
What is Medallion Wealth Advisors competition?
Medallion Wealth Advisors top competitors include: Foundation Asset Management, RZA Wealth Management, OWL Private Wealth Advisors, Murphy Wealth Management
What technology does Medallion Wealth Advisors use?
Some of the popular technologies that Medallion Wealth Advisors uses are: Cloudflare Website Optimization, AppRiver, Google Font API, Microsoft 365
How do I contact Medallion Wealth Advisors?
Medallion Wealth Advisors contact info: Phone number: (860) 967-3032 Website: www.medallionwealth.com
What does Medallion Wealth Advisors do?

Medallion Wealth Advisors is a full-service financial firm dedicated to assisting individuals and businesses in achieving their financial goals. The firm offers a range of services including investment management, financial planning, and customized strategies tailored to clients' specific needs. Their team of experts works closely with clients to u... nderstand their financial concerns and adapt strategies as circumstances change. Medallion Wealth Advisors prioritizes client relationships, aiming to support families in realizing their long-term financial aspirations.Read More

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

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