Trinitypoint Wealth LLC
Legal Name: TRINITYPOINT WEALTH, LLC
Other Info
Trinitypoint Wealth LLC, also known as Trinitypoint Wealth, is a Limited Liability Company based in Delaware. Their advisory team comprises six of their eleven employees, although the number of clients they serve is currently unknown. As of June 4, 2018, their SEC status is listed as Approved.
Financial Advisors in Milford, CT and Charlotte, NC | TrinityPoint Wealth
TrinityPoint Wealth is an investment advisory firm offering a variety of advisory services as fiduciaries.
Focus Financial Partners | RIA Investors
Focus invests in entrepreneurial RIAs, adding value by providing operational and marketing support, access to capital and succession planning.
Direct Owners
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JAMES ANDREW BETZIG
PARTNER, CHIEF EXECUTIVE OFFICER owns less than 5%
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JERILYN MARIE SHANNON
CHIEF COMPLIANCE OFFICER owns less than 5%
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TRINITYPOINT WEALTH HOLDINGS, LLC
MEMBER (MANAGER) owns 75% or more
Indirect Owners
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FOCUS FINANCIAL PARTNERS INC.
MEMBER owns 75% or more
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FOCUS FINANCIAL PARTNERS, LLC
MEMBER owns 75% or more
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FOCUS OPERATING, LLC
MEMBER (MANAGER) owns 75% or more
Firms Located Nearby
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- Philosmith Capital Corporation
- Rossmore Private Capital LLC
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- MML Investment Advisers LLC
- Kensico Capital Management Corp
- TJT Capital Group LLC
- Commonfund Asset Management Company Inc
- Prospector Partners Asset Management LLC
- New England Guild Wealth Advisors Inc