Halcyon Wealth Advisors
Financial Services • 
Irving, Texas, United States • 1-10 Employees
Company overview
| Headquarters | 6565 N. MacArthur Blvd., Suite 460, Irving, Texas 75039-6285, US |
| Phone number | +18445537872 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Private Wealth Management, Personal Financial Planning, Retirement Plan Advisory Services, Comprehensive, Group Health & Welfare Plans, Executive Services For Owners & Key Employees |
| Employees | 1-10 |
| Socials |
Key Contact at Halcyon Wealth Advisors
Shawna Williamson
Director of Operations and Group Benefits Manager
Halcyon Wealth Advisors Email Formats
Halcyon Wealth Advisors uses 2 email formats. The most common is {first initial} (e.g., j@halcyonwealthadvisors.com), used 50% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@halcyonwealthadvisors.com | 50% |
{first name} | john@halcyonwealthadvisors.com | 50% |
About Halcyon Wealth Advisors
Halcyon Wealth Advisors is an independent financial services practice that specializes in personalized financial services ranging from financial planning to retirement plans and executive benefits. Our goal as financial professionals is to help you plan for financial security. Whether your goals involve building wealth through investing, funding a child's college education, planning for a comfortable retirement, or protecting your estate, we can help you develop a roadmap to reach your goals and make wise decisions to help improve your financial situation.
Halcyon Wealth Advisors revenue & valuation
| Annual revenue | $3,000,000 |
| Revenue per employee | $600,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $9,600,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Halcyon Wealth Advisors has never raised funding before.
Halcyon Wealth Advisors Tech Stack
Discover the technologies and tools that power Halcyon Wealth Advisors's digital infrastructure, from frameworks to analytics platforms.
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