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 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

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

FINTRX

Recent filings

FINTRX

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