Triton Wealth

View SEC Summary

Assets Under Management

$230.7M

Number of Clients

421

Number of Advisors

N/A

Average Client AUM

$548K

AUM per Advisor

N/A

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Triton Wealth offers asset management, comprehensive portfolio management, and financial planning & consulting services. They tailor investment strategies to client needs, monitor portfolios, and provide financial plans. They also offer retirement plan consulting to employer plan sponsors.

Fee Structure

Minimum Investment:None

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningEducation PlanningTax PlanningCharitable GivingBusiness OwnersHigh Net Worth

Location

312 Minnesota Ave N Suite 2004, Aitkin, MN, 56431

0 Advisors at this firm

No advisors found for this firm.