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TRINITYPOINT WEALTH, LLC
MILFORD, CT
(203) 693-8525
SEC #801-113394Total AUM
$1.4B
Employees
15Clients
1,169Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
612 WHEELERS FARMS RD.
MILFORD
CT 06461
United States
MILFORD
CT 06461
United States
Operating Hours
8:30AM - 5:00PM
Monday - Friday
Monday - Friday
Phone
(203) 693-8525
Other Offices
1
Financials
Total AUM
$1.4B
Accounts
4,581Discretionary
$1.3B
Accounts
4,474Non-Discretionary
$138.3M
Accounts
107
Clients
Individual Clients
800AUM
$353.9M
HNW Individual Clients
248AUM
$764.8M
Pension/Profit Sharing Plan Clients
78AUM
$164.3M
Charitable Organization Clients
13AUM
$9.7M
Government Entity Clients
6AUM
$103.9M
Corporation or Business Clients
24AUM
$20.3M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
INSURANCE SOLUTIONS AND CREDIT AND CASH MANAGEMENT SOLUTIONS
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
REVENUE SHARING WITH OUR AFFILIATE, FOCUS RISK SOLUTIONS
Compliance
Disclosures
None reported
State Registrations
AZCACOCTFLGAMAMDMENCNHNJNYPARISCTNTXVAWA
Affiliates
Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.