Overview
Assets Under Management: $1.4 billion
Headquarters: MILFORD, CT
High-Net-Worth Clients: 248
Average Client Assets: $3.1 million
Frequently Asked Questions
TRINITYPOINT WEALTH, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #297165), TRINITYPOINT WEALTH, LLC is subject to fiduciary duty under federal law.
TRINITYPOINT WEALTH, LLC is headquartered in MILFORD, CT.
TRINITYPOINT WEALTH, LLC serves 248 high-net-worth clients according to their SEC filing dated October 17, 2024. View client details ↓
According to their SEC Form ADV, TRINITYPOINT WEALTH, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
TRINITYPOINT WEALTH, LLC manages $1.4 billion in client assets according to their SEC filing dated October 17, 2024.
According to their SEC Form ADV, TRINITYPOINT WEALTH, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 248
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 53.98%
Average Client Assets: $3.1 million
Total Client Accounts: 4,581
Discretionary Accounts: 4,474
Non-Discretionary Accounts: 107
Regulatory Filings
CRD Number: 297165
Filing ID: 1889578
Last Filing Date: 2024-10-17 09:07:00