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Home > Retirement Planners > oklahoma > oklahoma city > TRITON FINANCIAL GROUP, INC
TRITON FINANCIAL GROUP, INC
14614 Bogert Parkway
Oklahoma City, Oklahoma 73134
Tel: 405-696-7140
About TRITON FINANCIAL GROUP, INC
TRITON FINANCIAL GROUP, INC, formally registered with the SEC as TRITON FINANCIAL GROUP, INC. The firm was established in 10/19/2020. They have over 1 offices throughout the country.
TRITON FINANCIAL GROUP, INC is a Oklahoma City, Oklahoma based Financial Planning firm with nearly $282,644,038 assets under management, offering retirement planning & investment advisory services to 811 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 309294 |
| SEC# | 801-119672 |
| Assets Managed by Firm | $282,644,038 |
| No. of Clients | 811 |
| No. of Advisors | 5 |
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 | 811 | $282,644,038 |
| Individuals (other than high net worth individuals) | 225 | $43,088,640 |
| High net worth individuals | 83 | $178,215,663 |
| Pension and profit sharing plans | 52 | $59,390,078 |
| Charitable organizations | 2 | $880,828 |
| Corporations or other businesses | 3 | $1,068,829 |
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