Assets Under Management
$1.5B
Number of Clients
1,112
Number of Advisors
14
Average Client AUM
$1.3M
AUM per Advisor
$106.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
Trivium Point Advisory provides investment management and financial planning services, including tax-efficient wealth accumulation, retirement, estate, and income planning. They offer internal investment management, external manager selection, and an automated investment platform. They also provide retirement plan advisory services.
315 Post Road West, Westport, CT, 06880