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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CAPITAL ADVISORS, INC. 2222 South Utica Place, Suite 300 Tulsa, OK, 74114	$5,501,719,930	6518	59
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