Triton Investments, LLC

Triton Investments, LLC (CRD# 297585) is a financial advisory firm headquartered in , . They manage $12,306,356 in 180 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
https://tritoninvestments.net
By the Numbers
  • Total Assets Under Management
    12
    MILLION
  • Total Number of Accounts
    180
    ACCOUNTS
  • Average Account Value
    $68,369
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MN, ND, TX

Financial Advisors at Triton Investments, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Charles Coleman, financial advisor Bismarck ND
Charles M. Coleman
CRD#: 6869716
Bismarck, ND

Charles Coleman (CRD# 6869716) is an Investment Advisor Representative working at Triton Investments, LLC in Bismarck, ND and has over 6 years of experience in the finance industry.

2
Patrick Schmitz, financial advisor Bismarck ND
Patrick T. Schmitz
CRD#: 7080808
Bismarck, ND

Patrick Schmitz (CRD# 7080808) is an Investment Advisor Representative working at Triton Investments, LLC in Bismarck, ND and has over 4 years of experience in the finance industry.

3
William Sherwin, financial advisor Bismarck ND
William R. Sherwin
CRD#: 6974739
Bismarck, ND

William Sherwin (CRD# 6974739) is an Investment Advisor Representative working at Triton Investments, LLC in Bismarck, ND and has over 3 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals