← Back to searchVisit website
TRIVIUM POINT ADVISORY, LLC
CRD 292182 · SEC 801-112426
40 DANBURY ROAD, SUITE 301, WILTON, CT, 06897, United States
Phone
(203) 221-3085
Fax
(203) 221-3087
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.63B
Discretionary AUM
$1.46B
Team
38 total employees; 12 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 467 | $146.6M |
| High net worth individuals | 319 | $1.30B |
| Pension/profit sharing plans | 62 | $171.3M |
| Charitable organizations | 2 | $4.7M |
States served
CA, GA, LA, MD, MA, NJ, NY, NC, OH, PA, SC, TN, VA, TX, CT, FL
All web addresses on file
Official SEC filing: View on IAPD