Medallion Wealth Advisors Revenue
Investment Management • 
Farmington, Connecticut, United States • 1-10 Employees
Medallion Wealth Advisors revenue & valuation
| Annual revenue | $12,500,000 |
| Revenue per employee | $1,780,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $39,900,000 |
| Total funding | No funding |
Key Contact at Medallion Wealth Advisors
Thor Cheyne
President
Company overview
| Headquarters | 2 Bridgewater Road,, Suite 104, Farmington, CT 06032, US |
| Phone number | +18609673032 |
| Website | |
| NAICS | 5231 |
| SIC | 628 |
| Keywords | Retirement Planning, Financial Planning, Investment Advisory, Elder Client Asset Protection In Ct |
| Founded | 2010 |
| Employees | 1-10 |
| Socials |
Medallion Wealth Advisors Email Formats
Medallion Wealth Advisors uses 1 email format. The most common is {first initial}.{last name} (e.g., j.doe@medallionwealth.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}.{last name} | j.doe@medallionwealth.com | 100% |
About Medallion Wealth Advisors
Medallion Wealth Advisors (MWA) is an independent investment advisory firm which is dedicated to providing high quality advice, research and service. Integrity, discretion, transparency, objectivity and proactive communication are the character of our organization. Our Consultative Approach We sit on your side of the table. This concept is sacred to our firm. We'll roll up our sleeves and go to work on your behalf. Our advice is objective and driven only by what is best for you. With Medallion Wealth Advisors, you will receive honest, thoughtful advice from a partner who knows you and understands your lifestyle, needs and dreams. Our Team of Professionals The MWA Team has vast experience in a number of specific areas, including asset allocation, portfolio management, elder client estate preservation, retirement planning and college funding. To achieve success, you need to coordinate all facets of your financial life, including investments, taxes, insurance, benefits and estate plans. That's where we come in. We put our team of professionals to work on your behalf, while also drawing upon outside resources. Whether it's working directly with your accountant or attorney, or connecting you with one, we'll help you get the best advice in all areas.
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Medallion Wealth Advisors has 3 employees across 2 departments.
Departments
Number of employees
Funding Data
Medallion Wealth Advisors has never raised funding before.
Medallion Wealth Advisors Tech Stack
Discover the technologies and tools that power Medallion Wealth Advisors's digital infrastructure, from frameworks to analytics platforms.
CDN
JavaScript libraries
JavaScript libraries
Tag managers
JavaScript libraries
Security
Miscellaneous
Font scripts
JavaScript libraries
Analytics
JavaScript libraries
UI frameworks
New Zealand
Australia
India
United Kingdom
IrelandFrequently asked questions
4.8
40,000 users
