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Building 2TRITON FINANCIAL GROUP, INC

Map pinOKLAHOMA CITY, OK
Phone405-696-7140
NotebookSEC #801-119672
Total AUM
$258.7M
Employees
5
Clients
313

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
14614 BOGERT PARKWAY
OKLAHOMA CITY
OK 73134
United States
Operating Hours
M-TH 8:30 TO 4 PM, FRIDAY 8:30 TO 3 PM
Monday - Friday
Phone
405-696-7140

ReceiptFinancials

Total AUM
$258.7M
Accounts
507
Discretionary
$258.7M
Accounts
507
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
198
AUM
$36.3M
HNW Individual Clients
48
AUM
$145.6M
Pension/Profit Sharing Plan Clients
55
AUM
$64.1M
Charitable Organization Clients
2
AUM
$1.2M
Corporation or Business Clients
10
AUM
$11.4M

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
AZCACOFLLAOKTX

HandshakeAffiliates

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

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