TRUTHPOINT FINANCIAL, LLC
Firm details
- Headquarters
- COLORADO SPRINGS, Colorado
- CRD number
- 312175
- Website
- truthpointfinancial.com
- Custodians
- MATRIX SECURITIES, INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Pension & Profit Sharing Plans100%
- Services
- Pension Consulting
Firm profile
FINTRXOverview
Truthpoint Financial, LLC is a limited liability company that works with institutional clients and reports advisory activity that includes pension consulting services. The firm charges a mix of percentage-of-AUM and fixed fees and is organized under domestic ownership with individual ownership ties. Filings indicate Truthpoint is not positioned as a capital allocator, does not identify as an active ESG investor, and is not registered as a multi-state adviser.
Assets & Accounts
Investments & Alternatives
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
Asset composition
- Public Funds/Mutual Funds100%
Contacts
1 of 1Richard Wilson
Managing DirectorCRD 7322999
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
COLORADO SPRINGS, CO
EL PASO
Location
COLORADO SPRINGS, CO
Headquartered in COLORADO SPRINGS, CO, in the West of the United States.
- Region
- West
- County
- EL PASO
- Address
- 13395 Voyager Pkwy
- Time zone
- MT (UTC-7)
- Office locations
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