PROCYON PRIVATE WEALTH PARTNERS, LLC

HTTPS://TWITTER.COM/PROCYONPARTNERS SHELTON, CT How do I update this listing?

Procyon Private Wealth Partners is based out of Shelton. Procyon Private Wealth Partners is a large advisory firm with 233 clients and discretionary assets under management (AUM) of $280,000,000 (Form ADV from 2019-12-23). Their last reported 13F filing for Q4 2019 included $163,692,000 in managed 13F securities and a top 10 holdings concentration of 21.8%. Procyon Private Wealth Partners's largest holding is Apple Inc with shares held of 20,018. Whalewisdom has at least 1 13F filings

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12/31/2019

Top Sells

  • Name% Change

12/31/2019

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2020-02-14

Performance for Q4 2019: 6.45%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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View Last Form Adv Compilation Report on Record

PROCYON PRIVATE WEALTH PARTNERS, LLC
1 CORPORATE DRIVE SUITE 225
SHELTON CT    06484
Country: United States

Business Phone: (203) 920-4080
Fax:
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: DE
Number of employees: 14
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities: 2,000,000
Total Number of Clients: 233
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures: 11.D (4),11.E (4)
Data above was derived from SEC filings.

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