FIELDPOINT PRIVATE SECURITIES LLC
Greenwich, Connecticut
Fieldpoint Private Securities LLC is a small investment advisory firm based out of Greenwich, CT. With a single office, they have established themselves as a reputable player in the financial industry. With a team of five dedicated professionals, one of whom specializes in providing investment advisory services, they offer comprehensive financial guidance to their clients.
Fieldpoint Private Securities LLC boasts an impressive average of approximately $111,000,000 in assets under management per investment advisor. This figure aligns with the industry average, highlighting their competence in managing substantial portfolios. Their...
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Assets Under Mgmt
$111M
Investment Professionals
1
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection of other advisers
Other Business Activities
Broker-dealer (Registered or unregistered)
Disclosures
Found to have been involved in a violation of investment regulations or statutes by Federal regulatory agency
Orders brought against in connection to investment related activities (10yrs)
Had investment related business activity restricted by federal regulatory agency
Found to have been involved in a violation of self-regulatory organizations rules
Articles
Articles
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