HALCYON PROFESSIONAL ADVISORS
Firm details
- Headquarters
- CULLMAN, Alabama
- CRD number
- 282403
- Website
- www.halcyonproadvisors.com
- Fee structure
- Fixed Fees
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Halcyon Professional Advisors operates as an independent registered investment advisor (RIA) structured as a limited liability company. The firm focuses on providing financial planning services and portfolio management primarily for individuals and small businesses. It is owned by an individual and does not engage in capital allocation or act as a pension consultant. Halcyon Professional Advisors employs a fixed fee structure for its services, catering to a client base that includes both individuals and families.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1michael waters
Co-FounderCRD 6602529
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
CULLMAN, AL
CULLMAN
Location
CULLMAN, AL
Headquartered in CULLMAN, AL, anchoring the Birmingham-Hoover-Talladega, AL metro in the South.
- Metro area
- Birmingham-Hoover-Talladega, AL
- Region
- South
- County
- CULLMAN
- Address
- 316 2nd Ave SW
- Time zone
- CT (UTC-6)
- Office locations
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