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James Andrew Betzig

TRINITYPOINT WEALTH, LLC·MILFORD, Connecticut
Unclaimed Profile
612 WHEELERS FARMS RD., MILFORD, CT 06461CRD# 2457078Firm CRD# 297165
01

About

James Andrew Betzig is a registered financial advisor based in MILFORD, Connecticut, affiliated with TRINITYPOINT WEALTH, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
TRINITYPOINT WEALTH, LLC
TRINITYPOINT WEALTH, LLC
AUM
$1.4B
Regulatory assets under management
Employees
15
Total firm employees
View all advisors at TRINITYPOINT WEALTH, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: REVENUE SHARING WITH OUR AFFILIATE, FOCUS RISK SOLUTIONS
Regulatory
SEC/IARD CRD# 2457078
Firm CRD# 297165
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does James Andrew Betzig offer?
James Andrew Betzig specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MILFORD, Connecticut for a consultation.
What are James Andrew Betzig's credentials?
James Andrew Betzig is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Andrew Betzig located?
James Andrew Betzig is based in MILFORD, Connecticut, working with TRINITYPOINT WEALTH, LLC. Their office serves clients in the MILFORD metropolitan area and surrounding communities.
How does James Andrew Betzig charge for services?
James Andrew Betzig's firm is compensated through percentage of aum, hourly charges, subscription fees, other: revenue sharing with our affiliate, focus risk solutions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TRINITYPOINT WEALTH, LLC?
TRINITYPOINT WEALTH, LLC has approximately 15 employees and manages $1.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in MILFORD
Eric Alan Tashlein — CONNECTICUT CAPITAL MANAGEMENT GROUP, LLCJerilyn Marie Shannon — TRINITYPOINT WEALTH, LLCVincent Michael Simko — THE WINTHROP CORPORATIONGilbert Nmn Hammer — THE WINTHROP CORPORATIONBrian Daniel Parke — CONNECTICUT CAPITAL MANAGEMENT GROUP, LLC
Nearby cities in Connecticut
GREENWICH (1150)STAMFORD (1131)WESTPORT (338)HARTFORD (225)DARIEN (222)
City Guides
GREENWICH GuideSTAMFORD GuideWESTPORT GuideHARTFORD GuideDARIEN Guide
Research
Advisor Fees in ConnecticutNational Fee Analysis
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