$30MM AUM | $225,000 GDC in Edmond, OK

Market
Advisor
Member Level
Premier
Last Activity
today
General
Listing Type
Buyer | Merge | Successor
Location
Edmond, OK, US
Fee 0% Commission 100%
Gross Revenue
$225,000
# 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.

Extended Profile Information

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