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Trinitypoint Wealth LLC
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CRD # | 297165 |
SEC # | 801-113394 |
CIK # | 0001766510 |
AUM | $1.4 BB (2024-06-18) |
Employees | 15 (67% Investors, 13% Brokers) |
Phone | 203-693-8525 |
Address | 612 Wheelers Farms Rd Milford, CT 06461 |
Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
Total AUM ($MM) |
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Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
---|---|---|---|
AAPL | 2,382,844.0 | 32.9 | |
GOOG | 1,482,566.4 | 27.9 | |
MSFT | 1,918,222.4 | 26.2 | |
AMZN | 1,092,997.8 | 19.0 | |
NVDA | 399,550.0 | 16.8 | |
GOOGL | 1,475,138.5 | 10.4 | |
ABBV | 269,466.6 | 9.9 | |
MRK | 232,371.9 | 9.0 | |
HON | 119,775.0 | 8.5 | |
MU | 64,610.3 | 7.4 | |
View All |
Holdings by Sector ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
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By Client Type | ||
(a) Individuals (other than high net worth individuals) | 800 | 353.9 |
(b) Individuals (high net worth individuals) | 248 | 764.8 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 78 | 164.3 |
(h) Charitable organizations | 13 | 9.7 |
(i) State or municipal government entities | 6 | 103.9 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 24 | 20.3 |
(n) Other | 0 | 0.0 |
Total | 4,581 | 1,417.0 |
By Discretionary | ||
Discretionary | 4,474 | 1,278.7 |
Non-Discretionary | 107 | 138.3 |
Total | 4,581 | 1,417.0 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 1,417.0 | |
Total | 4,581 | 1,417.0 |
EDGAR Form | CIK | 2011 - 2024 |
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13F-HR | [0001766510] |
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Hudson Valley Investment Advisors Inc
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