Powder Point Financial LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
1
Avg account
$0

Firm details

Headquarters
Marshfield, Massachusetts
CRD number
145199
Registered since
February 14, 2008

Firm profile

FINTRX

Overview

Powder Point Financial LLC is organized as a limited liability company owned by an individual. Publicly supplied registry fields classify the firm as unclassified and indicate it does not act as a capital allocator, does not pursue ESG investing as an active policy, and is not identified as a pension consultant or related adviser. The firm is also marked as operating within a single state rather than across multiple states and is not listed as a newly formed adviser. The firm did not provide descriptive information about its client segments, fee schedules, core business activities, or advisory offerings in the source material.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Marshfield, MA

Plymouth

Location

Marshfield, MA

Headquartered in Marshfield, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
Plymouth
Address
61 Ridge Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth