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Building 2TRITONPOINT PARTNERS, LLC

Map pinCHEVY CHASE, MD
Phone301-799-9001
NotebookSEC #801-131295
Total AUM
$286.5M
Employees
6
Clients
74

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
9-5
Monday - Friday
Phone
301-799-9001
Other Offices
6

ReceiptFinancials

Total AUM
$286.5M
Accounts
795
Discretionary
$286.5M
Accounts
795
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
32
AUM
$22.7M
HNW Individual Clients
42
AUM
$263.7M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLINMDNJNYTX

HandshakeAffiliates

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

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