Trinitypoint Wealth, LLC is a large advisory firm based in Milford. It manages $524.72 million of regulatory assets for 1,876 client accounts. It has been registered with the SEC as an adviser since 2018 and has operated in the jurisdictions of California, Colorado, Connecticut, and 12 other states.
Trinitypoint Wealth provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Trinitypoint Wealth, LLC is $524.72 million. The firm's AUM has gone down by -13% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Trinitypoint Wealth, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, charitable organizations, high net worth individuals, corporations or other businesses, and state or municipal government entities. The largest group of clients of Trinitypoint Wealth is high net worth individuals with 112 clients and $319.17 million of assets under management. Among the 9 most similar advisory firms, Trinitypoint Wealth has the 3rd highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $523.83 million for 492 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Trinitypoint Wealth doesn't advise any private funds.
The company employs 11 people that are either part- or full-time employees. 55 percent of the employees work as investment advisers or researchers. 6 employees are registered as investment adviser representatives with the state securities authorities.
There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Trinitypoint Wealth, LLC performs its advisory services is located at 612 Wheelers Farms Rd., Milford, CT 06461, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number (203) 693-8525. The normal business hours are 8:30am - 5:00pm on Monday - Friday.