TrinityPoint Wealth is an investment advisor in Milford with $1.22 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
825385799
SEC advisor number
801-113394
FINRA CRD number
297165
AUM ?
$1.42 bn
(as of 17 Apr 24)
Accounts
4,581
(as of 17 Apr 24)
Employees
15
(10 investment advisory or research)
Address
TrinityPoint Wealth
612 WHEELERS FARMS RD
MILFORD
CT 06461
612 WHEELERS FARMS RD
MILFORD
CT 06461
Phone
203-693-8525
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR/A
Quarterly holdings report by institutional manager (amended)
14 Feb 24
13F-HR/A
Quarterly holdings report by institutional manager (amended)
13 Feb 24
13F-HR/A
Quarterly holdings report by institutional manager (amended)
12 Feb 24
13F-HR
Quarterly holdings report by institutional manager
8 Feb 24
13F-HR
Quarterly holdings report by institutional manager
8 Nov 23
13F-HR
Quarterly holdings report by institutional manager
7 Aug 23
13F-HR
Quarterly holdings report by institutional manager
4 May 23
13F-HR
Quarterly holdings report by institutional manager
7 Feb 23
13F-HR
Quarterly holdings report by institutional manager
9 Nov 22
13F-HR
Quarterly holdings report by institutional manager
5 Aug 22