Halcyon Wealth Management, LLC

Halcyon Wealth Management, LLC (CRD# 149076) is a financial advisory firm headquartered in Boulder, CO. They manage $36,381,191 in 44 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
3450 Penrose Place, Suite 150, Boulder, CO 80301
By the Numbers
  • Total Assets Under Management
    36
    MILLION
  • Total Number of Accounts
    44
    ACCOUNTS
  • Average Account Value
    $826,845
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CO

Financial Advisors at Halcyon Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Marc Nicolay, financial advisor Boulder CO
Marc E. Nicolay
CRD#: 3043427
3450 Penrose Place, Suite 150, Boulder, CO 80301

Marc Nicolay (CRD# 3043427) is an Investment Advisor Representative working at Halcyon Wealth Management, LLC in Boulder, CO and has over 23 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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