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Building 2TRITONPOINT WEALTH, LLC

Map pinCHEVY CHASE, MD
Phone(301) 799-9001
NotebookSEC #801-128869
Total AUM
$1.5B
Employees
15
Clients
347

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5404 WISCONSIN AVE
STE. 330
CHEVY CHASE
MD 20815
United States
Operating Hours
9AM-5PM
Monday - Friday
Phone
(301) 799-9001

ReceiptFinancials

Total AUM
$1.5B
Accounts
2,113
Discretionary
$1.5B
Accounts
2,113
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
162
AUM
$119.6M
HNW Individual Clients
176
AUM
$1.4B
Charitable Organization Clients
3
AUM
$3.7M
Corporation or Business Clients
6
AUM
$49.6M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
SRO Discipline/Expulsion/SuspensionSRO False Statement FindingSRO Rule Violation
State Registrations
AZCACOCTDCDEFLGAILMAMDMEMINCNENHNYPATXVAWA

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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