Triton Investments, LLC

RIASEC Registered
Total AUM
$17M
Discretionary
$17M
100% of AUM
Avg account
$85.2K
Accounts
200
Employees
3
Advisory reps
3

Firm details

Headquarters
Bismarck, North Dakota
CRD number
297585
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • Individuals67.22%
  • HNWI27.8%
  • Charitable Organizations4.92%
  • Investment Companies0.06%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Triton Investments, LLC is an individual-owned limited liability company operating as a non-independent retail registered investment adviser focused on discretionary portfolio management. The firm serves both individual and family clients as well as institutional and business clients, charging fees based on a percentage of assets under management. Its advisory scope is listed as portfolio management for individuals/small businesses and portfolio management for businesses or institutions. Triton is not identified as a capital allocator, is not marked as an active ESG investor, and is shown as a single-state adviser in the snapshot data. The firm also has an industry affiliation as a real estate broker.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 85%, Exchange Traded Equities 12%, Cash & Cash Equivalents 3%85%
  • Public Funds/Mutual Funds85%
  • Exchange Traded Equities12%
  • Cash & Cash Equivalents3%

Contacts

3 of 3
  • Patrick Schmitz

    Patrick Schmitz

    Managing PartnerCRD 7080808

  • Travis Vatnsdal

    Travis Vatnsdal

    Financial Advisor & PartnerCRD 6920257

  • Charles Coleman

    Charles Coleman

    Managing Partner & Co-FounderCRD 6869716

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Bismarck, ND

Burleigh

Location

Bismarck, ND

Headquartered in Bismarck, ND, in the Midwest of the United States.

Region
Midwest
County
Burleigh
Address
201 Slate Dr
Time zone
CT (UTC-6)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth