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 is registered with the SEC; its registration date on the FINTRX record is 2008. The firm's ownership is listed as individual ownership and the vendor classifies the adviser as "unclassified" rather than under a specific model such as family office, multi-state RIA, or pension consultant. FINTRX's profile contains limited operating detail. The firm is not identified as a capital allocator and is not flagged as an active ESG investor. It is also not recorded as a multi-state adviser, a newly formed adviser, or a related adviser. FINTRX does not provide a public description of the firm’s client segments, fee schedule, or core advisory activities, so there is no firm-level description of investment philosophy, target clients, or service niches in the available dataset.
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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