TRINITYPOINT WEALTH, LLC
TRINITYPOINT WEALTH, LLC of MILFORD, CT is an SEC-registered investment adviser (CRD 297165). Regulatory assets under management: $1.4B.
Registration
- CRD: 297165
- SEC file number: 801-113394
- Type: Registered investment adviser
- Location: 612 WHEELERS FARMS RD., MILFORD, CT, 06461
- Phone: (203) 693-8525
- Latest filing: 2024-10-17
- Regulatory AUM: $1.4B
- Discretionary AUM: $1.3B
- Non-discretionary AUM: $138.3M
- Clients: 15
- Accounts: 4,581
Officers, owners & control persons (3)
| Name | Role | Location |
|---|
| KENNEDY PETER ANTHONY | CHIEF COMPLIANCE OFFICER; MEMBER | — |
| SHANNON JERILYN MARIE | CHIEF COMPLIANCE OFFICER | — |
| BETZIG JAMES ANDREW | PARTER, CHIEF EXECUTIVE OFFICER; PARTNER, CHIEF EXECUTIVE OFFICER | — |
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