TRINITYPOINT WEALTH, LLC

MILFORD, Connecticut·2 registered advisors·CRD# 297165
SEC# 801-1133941(203) 693-8525
01

Firm Overview

AUM
$1.4B
Regulatory assets under management
Employees
15
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: REVENUE SHARING WITH OUR AFFILIATE, FOCUS RISK SOLUTIONS
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at TRINITYPOINT WEALTH, LLC

2 registered advisors
James Andrew Betzig
MILFORD, Connecticut
Jerilyn Marie Shannon
MILFORD, Connecticut
05

Office Locations

MILFORD, Connecticut
2 advisors

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Data sourced from SEC Form ADV filings. TRINITYPOINT WEALTH, LLC (CRD# 297165) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.