Powder Point Financial LLC
Firm details
- Headquarters
- Marshfield, Massachusetts
- CRD number
- 145199
- Registered since
- February 14, 2008
- Website
- www.powderpointfinl.info
Firm profile
FINTRXOverview
Powder Point Financial LLC is organized as a limited liability company and has been SEC-registered since 2008. FINTRX classifies the firm as "unclassified" and identifies it as owner-operated by an individual. The firm is not listed as a capital allocator, is not active on ESG matters according to the available data, and is not designated as a multi-state adviser, pension consultant, or related adviser. The firm has not provided details on its client segments, fee structure, specific advisory activities, or broader business activities in the source data.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1Marjorie Kelly
PresidentCRD 1230785
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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