Trivium Point Advisory, LLC
Firm details
- Headquarters
- Wilton, Connecticut
- CRD number
- 292182
- Registered since
- February 9, 2018
- Website
- pfpartners.com
- Custodians
- CHARLES SCHWAB & CO., INC., PERSHING LLC, THE BANK OF NEW YORK MELLON
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI79.79%
- Pension & Profit Sharing Plans10.52%
- Individuals9.01%
- Corporations / Businesses0.39%
- Charitable Organizations0.29%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Trivium Point Advisory, LLC is an independent registered investment adviser organized as an LLC and SEC-registered since 2018. The firm operates as a capital allocator for both individual/family and institutional clients, offering a mix of fee arrangements that include percentage-of-AUM billing alongside hourly and fixed-fee engagements. Core advisory services listed include financial planning, portfolio management for individuals and small businesses, pension consulting and the selection of outside advisers. Trivium Point does not identify as an active ESG investor and is not registered as a multistate adviser. The firm appeared on Forbes’ America's Top RIA Firms list in 2023.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities41%
- Public Funds/Mutual Funds39%
- Cash & Cash Equivalents7%
- State & Local Bonds5%
- Investment Grade Corp Bonds5%
Contacts
3 of 16
Michael Cirone
Registered RepresentativeCRD 7006240
Stephen Haeckel
Senior Wealth AdvisorCRD 4813429
George Gerhard
Managing PartnerCRD 4597365
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 157Active vs passive
$540M in ETFs
86%
$464M
11%
$76.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) BLOOMBERG 1-3 MONTH T-BILL ETF (BIL) | State Street | Passive | Ultrashort Bond | $42.1M | 458,902 | 7.79% |
Location
Wilton, CT
Fairfield
Location
Wilton, CT
Headquartered in Wilton, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Fairfield
- Address
- 40 Danbury Rd
- Time zone
- ET (UTC-5)
- Office locations
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