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Building 2TRITON FINANCIAL GROUP, INC.

Map pinMARLBOROUGH, MA
Phone508-480-8383
NotebookSEC #801-110006
Total AUM
$261.3M
Employees
4
Clients
331

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
61 FLORENCE STREET
MARLBOROUGH
MA 01752
United States
Operating Hours
9AM TO 5PM
Monday - Friday
Phone
508-480-8383
Other Offices
1

ReceiptFinancials

Total AUM
$261.3M
Accounts
1,114
Discretionary
$253.7M
Accounts
1,097
Non-Discretionary
$7.6M
Accounts
17

ContactClients

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Individual Clients
243
AUM
$85.4M
HNW Individual Clients
80
AUM
$168.2M
Pension/Profit Sharing Plan Clients
7
AUM
$7.6M
Corporation or Business Clients
1
AUM
$65.7K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMANHRITX

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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