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Home > Retirement Planners > connecticut > westport > TRIVIUM POINT ADVISORY, LLC
TRIVIUM POINT ADVISORY, LLC
315 Post Road West
Westport, Connecticut 06880
Tel: (203) 221-3085
About TRIVIUM POINT ADVISORY, LLC
TRIVIUM POINT ADVISORY, LLC, formally registered with the SEC as TRIVIUM POINT ADVISORY, LLC. The firm was established in 02/09/2018. They have over 5 offices throughout the country.
TRIVIUM POINT ADVISORY, LLC is a Westport, Connecticut based Financial Planning firm with nearly $716,160,443 assets under management, offering retirement planning & investment advisory services to 938 clients. The firm is staffed with 39 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 292182 |
| SEC# | 801-112426 |
| Assets Managed by Firm | $716,160,443 |
| No. of Clients | 938 |
| No. of Advisors | 39 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 938 | $716,160,443 |
| Individuals (other than high net worth individuals) | 130 | $46,897,210 |
| High net worth individuals | 158 | $570,871,557 |
| Pension and profit sharing plans | 35 | $98,391,676 |
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