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 registered with the SEC since 2008. The firm is owned by an individual and is listed in FINTRX without a specific classification. Reported firm attributes indicate it does not serve as a capital allocator, does not identify as an active ESG investor, and is not flagged as a multi-state adviser or a pension consultant. The firm has not provided public details about its advisory services, client types, fee schedules, or broader business activities.
Assets & Accounts
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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