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 an SEC‑registered investment adviser organized as a limited liability company and first registered in 2008. The firm is owned by an individual and is categorized as unclassified in the available filings. The limited dataset does not include descriptions of the firm's client segments, fee schedule, or specific advisory services. Operational attributes disclosed in regulatory snapshots indicate Powder Point Financial is not a capital allocator, does not identify as an active ESG investor, and is not registered as a multistate adviser, pension consultant, or related adviser. There are no additional publicly provided details about the firm's activities or external affiliations in the source material.

Assets & Accounts

Investments & Alternatives

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

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Recent filings

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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