Halcyon Professional Advisors
Financial planning in Cullman, AL
State registeredNo commissions reported
Public-record details
- Address
- 316 2nd Ave Sw, Ste 300, Cullman, AL 35055
- Phone
- (256) 734-7211
- Listed under
- Financial planning, Flat / fixed fees
- Legal name
- Halcyon Professional Advisors, LLC
- CRD number
- 282403
- Registration
- State registered: AL
- Compensation (Form ADV 5.E)
- Fixed fees
- Commissions
- None reported (Form ADV Item 5.E)
- Services (Form ADV 5.G)
- Financial planning; Portfolio management for individuals/small businesses
- Clients reported (Form ADV 5.D)
- 7
- Individual / high-net-worth clients
- 7 / 0
- Employees
- 1
- Other business activities (Form ADV 6.A)
- None reported
- Disclosures reported on Form ADV
- None reported
- Latest Form ADV filing
- 2022-11-16
Read the official record
- SEC IAPD summary for CRD 282403 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
- FINRA BrokerCheck — look up the individual advisers at this firm.
- Firm website (as listed on Form ADV)
All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.