Fieldpoint Private Securities is an investment advisor in Greenwich with $1.11 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
61186517
SEC advisor number
801-78295
FINRA CRD number
18975
AUM ?
$111.00 mm
(as of 24 Mar 23)
Accounts
202
(as of 24 Mar 23)
Employees
5
(1 investment advisory or research)
Address
Fieldpoint Private Securities
100 FIELD POINT ROAD
GREENWICH
CT 06830
100 FIELD POINT ROAD
GREENWICH
CT 06830
Phone
2034139300
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
5 Aug 22
13F-HR
Quarterly holdings report by institutional manager
7 Apr 22
13F-HR
Quarterly holdings report by institutional manager
24 Jan 22
13F-HR
Quarterly holdings report by institutional manager
12 Nov 21
13F-HR
Quarterly holdings report by institutional manager
12 Aug 21
13F-HR
Quarterly holdings report by institutional manager
23 Apr 21
13F-HR
Quarterly holdings report by institutional manager
28 Jan 21
13F-HR
Quarterly holdings report by institutional manager
23 Oct 20
13F-HR
Quarterly holdings report by institutional manager
14 Aug 20
13F-HR
Quarterly holdings report by institutional manager
11 May 20