Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
14 advisors
Number of Clients
1,112 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$1.5B

Fee Structure

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Location

Old Greenwich, CT

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Ervin is the CEO and Director of OptMed, Inc., a company that develops specialty healthcare products. This activity is not investment-related.

Employment History
Current Registrations
Trivium Point Advisory, LLC
December 2018 - Present · 7 yrs 2 mos
State Registrations1 state
CT
Advisor
Exams
No exam information available for this advisor.
Ervin Braun - Financial Advisor | TrueAdvisor