TRITONPOINT PARTNERS, LLC
Total AUM
$286.5M
Employees
6Clients
74Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
5404 WISCONSIN AVE
STE. 330
CHEVY CHASE
MD 20815
United States
STE. 330
CHEVY CHASE
MD 20815
United States
Operating Hours
9-5
Monday - Friday
Monday - Friday
Phone
301-799-9001
Other Offices
6
Financials
Total AUM
$286.5M
Accounts
795Discretionary
$286.5M
Accounts
795Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
32AUM
$22.7M
HNW Individual Clients
42AUM
$263.7M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
AZCAFLINMDNJNYTX
Affiliates
Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.