Richard Diangelo is a registered investment advisor at Triton Financial Group, INC, based in Oklahoma City, OK, with 4 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 338 clients with $290M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Triton Financial Group's investment management fees range from 0.25% to 1.50% annually, based on the complexity of services, the amount of assets managed, and the overall relationship. Clients with household values of $100,000 and below may be subject to an annual administrative fee of up to $100. Fees may be negotiable.
Location
13919 Quail Point Dr., Oklahoma City, OK, 73134
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Triton Financial Group, INC
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.