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Trivium Point Advisory, LLC

Headquartered in WESTPORT, CT

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Firm Information

Trivium Point Advisory, LLC is an investment advisor based in Westport, CT. They provide a variety of advisory services, including financial planning, pension consulting, selection of other advisors, and portfolio management for individuals and businesses. The firm manages approximately $716,160,443 in assets and serves a variety of clients, including high-net-worth individuals, pension and profit-sharing plans, and individuals other than high-net-worth.

Trivium Point Advisory, LLC

315 POST ROAD WEST

WESTPORT, CT 06880

$716.16M

Assets Under Management

Not reported

Total Clients

12

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (5)

TRIVIUM POINT ADVISORY, LLC has a total of 5 branch locations across the country.
location

WHITE PLAINS, NY

location

Stamford, CT

location

MELVILLE, NY

location

WESTPORT, CT

location

OLD GREENWICH, CT

Advisors at Trivium Point Advisory, LLC

View All 12 Advisors
Unclaimed
Edward J Schechter

RA

Stamford, CT

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Unclaimed
James Walter Van metter

CFP®, RA

WHITE PLAINS, NY

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Unclaimed
James A Salerno

CFP®, CFC®, RA

WESTPORT, CT

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Unclaimed
Greg Re

RA

Stamford, CT

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Unclaimed
Ron Andrew Pac

CFP®, CFC®, RA

WHITE PLAINS, NY

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Unclaimed
Ervin Braun

RA

OLD GREENWICH, CT

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Unclaimed
George Robert Gerhard

RA

WESTPORT, CT

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Unclaimed
Traci Leigh Saxon

RA

WESTPORT, CT

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Disclosures

There are no public disclosures for Trivium Point Advisory, LLC.

Frequently Asked Questions (7)

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