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 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
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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