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Building 2TRIVIUM POINT ADVISORY, LLC

Map pinWILTON, CT
Phone(203) 221-3085
NotebookSEC #801-112426
Total AUM
$1.6B
Employees
38
Clients
851

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
40 DANBURY ROAD
SUITE 301
WILTON
CT 06897
United States
Operating Hours
8:30AM-5:00PM
Monday - Friday
Phone
(203) 221-3085
Other Offices
2

ReceiptFinancials

Total AUM
$1.6B
Accounts
2,348
Discretionary
$1.5B
Accounts
2,284
Non-Discretionary
$171.3M
Accounts
64

ContactClients

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Individual Clients
467
AUM
$146.6M
HNW Individual Clients
319
AUM
$1.3B
Pension/Profit Sharing Plan Clients
62
AUM
$171.3M
Charitable Organization Clients
2
AUM
$4.7M
Corporation or Business Clients
1
AUM
$6.3M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTFLGALAMAMDNCNJNYOHPASCTNTXVA

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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