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TRITON WEALTH
312 Minnesota Ave N Suite 2004
Aitkin, Minnesota 56431
Tel: 218-927-2427
About TRITON WEALTH
TRITON WEALTH, formally registered with the SEC as TRITON WEALTH. The firm was established in 10/03/2022. They have over 1 offices throughout the country.
TRITON WEALTH is a Aitkin, Minnesota based Financial Planning firm with nearly $194,817,516 assets under management, offering retirement planning & investment advisory services to 873 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 323255 |
| SEC# | 801-126684 |
| Assets Managed by Firm | $194,817,516 |
| No. of Clients | 873 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 873 | $194,817,516 |
| Individuals (other than high net worth individuals) | 503 | $74,671,381 |
| High net worth individuals | 24 | $53,356,222 |
| Pension and profit sharing plans | 11 | $64,725,349 |
| Charitable organizations | 1 | $308,445 |
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|---|---|---|---|
| $479,793,782,427 | 2284921 | 13903 | |
| $176,091,949,959 | 88 | 77 | |
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| $85,511,782,543 | 279 | 102 |
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