Triton Financial Group, Inc.
Triton Financial Group, Inc. (CRD# 153048) is a financial advisory firm headquartered in Marlborough, MA. They manage $162,554,875 in 930 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management163MILLION
Total Number of Accounts930ACCOUNTS
Average Account Value$174,790
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Robert Gustafson (CRD# 2181345) is an Investment Advisor Representative working at Triton Financial Group, Inc. in Marlborough, MA and has over 26 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.
Michael Whitman (CRD# 870594) is an Investment Advisor Representative working at Triton Financial Group, Inc. in Marlborough, MA and has over 36 years of experience in the finance industry.