Triton Financial Group, Inc.

Triton Financial Group, Inc. (CRD# 153048) is a financial advisory firm headquartered in Marlborough, MA. They manage $102,000,000 in 770 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    102
    MILLION
  • Total Number of Accounts
    770
    ACCOUNTS
  • Average Account Value
    $132,468
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MA

Financial Advisors at Triton Financial Group, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Robert K. Gustafson
CRD#: 2181345
61 Florence Street, Marlborough, MA 01752
96
Wealthminder
score

Robert Gustafson (CRD# 2181345) is an Investment Advisor Representative working at Triton Financial Group, Inc. in Marlborough, MA and has over 23 years of experience in the finance industry. Robert Gustafson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Michael E. Whitman
CRD#: 870594
61 Florence St., Marlborough, MA 01752
93
Wealthminder
score

Michael Whitman (CRD# 870594) is an Investment Advisor Representative working at Triton Financial Group, Inc. in Marlborough, MA and has over 33 years of experience in the finance industry.

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