A registered investment advisory firm based in Shelton, Connecticut, with about 23 offices. It manages about $9.2 billion for roughly 2,775 individual clients. Services include financial planning, investment management for individuals and small businesses, managing private funds.
How they work
How they’re paid ?A percentage of the assets they manage; Hourly fees; Flat or fixed fees
Typical client size ?$1.23 million
Assets under management ?$9.2 billion
Individual clients2,775
Median years of experience19
FoundedNot stated
Services
Financial planningInvestment management for individuals and small businessesManaging private fundsRetirement plan consultingChoosing other investment managers
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Call the main office at (475) 232-2704. The main office is at 1 Corporate Drive Suite 225, Shelton, CT 06484.
How is Procyon paid?
The firm reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask for your total yearly cost in dollars.
What services does Procyon offer?
Financial planning, Investment management for individuals and small businesses, Managing private funds, Retirement plan consulting, Choosing other investment managers.
How many advisors work at Procyon?
We list 50 advisors currently registered with the firm.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.