Trinitypoint Wealth LLC
- Assets, Funds, Holdings
| Trinitypoint Wealth LLC
|
| CRD # | 297165 |
| SEC # | 801-113394 |
| CIK # | 0001766510 |
| AUM |
|
| Employees |
15 (67% Investors, 13% Brokers)
|
| Phone | 203-693-8525 |
| Address | 612 Wheelers Farms Rd
Milford, CT 06461 |
| Source |
[IAPD]
[EDGAR]
[Website] [Twitter] [LinkedIn]
|
|
Total AUM ($M)
|
|
|
| Holdings by Sector ($M) |
|
|
| AUM Breakdown |
Accounts |
AUM ($M) |
| 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 |
| Firm Profile (Form ADV) |
| Serves | Institutional, Retail |
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