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Building 2TRITON WEALTH

Map pinAITKIN, MN
Phone218-927-2427
NotebookSEC #801-126684
Total AUM
$230.7M
Employees
6
Clients
421

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
312 MINNESOTA AVE N SUITE 2004
AITKIN
MN 56431
United States
Operating Hours
8 AM - 4 PM
Monday - Friday
Phone
218-927-2427

ReceiptFinancials

Total AUM
$230.7M
Accounts
917
Discretionary
$159.8M
Accounts
908
Non-Discretionary
$70.9M
Accounts
9

ContactClients

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Individual Clients
376
AUM
$82M
HNW Individual Clients
34
AUM
$74.9M
Pension/Profit Sharing Plan Clients
9
AUM
$70.9M
Charitable Organization Clients
1
AUM
$427.2K
Government Entity Clients
1
AUM
$2.5M

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
AZFLMNTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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