Powder Point Financial LLC

Broker-DealerFINRA MemberEst. 2008
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 and is registered with the SEC; its registration date on the FINTRX record is 2008. The firm's ownership is listed as individual ownership and the vendor classifies the adviser as "unclassified" rather than under a specific model such as family office, multi-state RIA, or pension consultant. FINTRX's profile contains limited operating detail. The firm is not identified as a capital allocator and is not flagged as an active ESG investor. It is also not recorded as a multi-state adviser, a newly formed adviser, or a related adviser. FINTRX does not provide a public description of the firm’s client segments, fee schedule, or core advisory activities, so there is no firm-level description of investment philosophy, target clients, or service niches in the available dataset.

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

Contacts

1 of 1
  • Marjorie Kelly

    PresidentCRD 1230785

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