Truthpoint Financial, LLC
Firm details
- Headquarters
- Colorado Springs, Colorado
- CRD number
- 312175
- Website
- truthpointfinancial.com
- Custodians
- MATRIX SECURITIES, INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Pension & Profit Sharing Plans100%
- Services
- Pension Consulting
Firm profile
FINTRXOverview
Truthpoint Financial, LLC is a small institutional registered investment adviser organized as an LLC that serves institutional clients. The firm reports advisory activity in pension consulting services, though its snapshot does not indicate it is registered as a pension consultant. Fee arrangements include both a percentage-of-AUM component and fixed fees. Truthpoint is not an active ESG investor and is not registered as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds100%
Contacts
1 of 1
Richard Wilson
Managing DirectorCRD 7322999
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Colorado Springs, CO
El Paso
Location
Colorado Springs, CO
Headquartered in Colorado Springs, CO, in the West of the United States.
- Region
- West
- County
- El Paso
- Address
- 13395 Voyager Pkwy
- Time zone
- MT (UTC-7)
- Office locations
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