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Financial Advisor   

$25MM AUM | $225,000 GDC in Edmond, OK

Member Level
Premier
Last Activity
2 weeks

Business Mix:

15% Comm
85% Fee

General

Location
Edmond, OK, US
12 Month Gross Revenue
$225,000
Number of Accounts
220
Avg Client Age
56

Overview

Triton Wealth Advisors, LLC is a boutique Registered Investment Advisor focused on being our clients best advocate from estate planning, investment management, tax planning or complex business and insurance planning. We have developed a specialization in complex business planning.

The 20% of "other" in our business mix relates to the different kinds of financial and business and project planning the firm does for its clients.

 
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