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. The firm is owned by an individual and is classified in the source data as "unclassified." The record contains minimal detail about the firm's lines of business, advisory services, fee schedules, or client segments. The firm is not identified as a capital allocator, is not an active ESG investor, is not a multi-state adviser, and is not listed as a pension consultant or related 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
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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