Trinitypoint Wealth, LLC
Trinitypoint Wealth, LLC (CRD# 297165) is a financial advisory firm headquartered in Milford, CT. They manage $1,416,975,703 in 4,581 accounts and serve the financial needs of clients across 19 states (or territories).
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Total Assets Under Management1,417MILLION
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Total Number of Accounts4,581ACCOUNTS
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Average Account Value$309,316
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AZ, CA, CO, CT, FL, GA, MA, ME, NC, NH, NJ, NY, PA, RI, SC, TN, TX, VA, WA
James Betzig (CRD# 2457078) is an Investment Advisor Representative working at Trinitypoint Wealth, LLC in Milford, CT and has over 29 years of experience in the finance industry.
Matthew Coutcher (CRD# 6934345) is an Investment Advisor Representative working at Trinitypoint Wealth, LLC in Milford, CT and has over 5 years of experience in the finance industry.
Jana L'etoile (CRD# 4490457) is an Investment Advisor Representative working at Trinitypoint Wealth, LLC in Milford, CT and has over 16 years of experience in the finance industry.
Michael Mahoney (CRD# 1384945) is an Investment Advisor Representative working at Trinitypoint Wealth, LLC in Milford, CT and has over 19 years of experience in the finance industry.
Dana Mascalo (CRD# 5050953) is an Investment Advisor Representative working at Trinitypoint Wealth, LLC in Milford, CT and has over 18 years of experience in the finance industry.
Eric Passeri (CRD# 1516041) is an Investment Advisor Representative working at Trinitypoint Wealth, LLC in Milford, CT and has over 36 years of experience in the finance industry.
Lise Robinson (CRD# 4487373) is an Investment Advisor Representative working at Trinitypoint Wealth, LLC in Milford, CT and has over 22 years of experience in the finance industry.
William Smiley (CRD# 2374799) is an Investment Advisor Representative working at Trinitypoint Wealth, LLC in Milford, CT and has over 30 years of experience in the finance industry.
Joseph Romano (CRD# 5288791) is an Investment Advisor Representative working at Trinitypoint Wealth, LLC in Milford, CT and has over 16 years of experience in the finance industry.
Kristopher Roper (CRD# 7622643) is an Investment Advisor Representative working at Trinitypoint Wealth, LLC in Milford, CT and has 1 year of experience in the finance industry.