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TRITON FINANCIAL GROUP, INC
CRD 309294 · SEC 801-119672
14614 BOGERT PARKWAY, OKLAHOMA CITY, OK, 73134, United States
Phone
405-696-7140
Fax
405-442-0400
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$258.7M
Discretionary AUM
$258.7M
Team
5 total employees; 2 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 198 | $36.3M |
| High net worth individuals | 48 | $145.6M |
| Pension/profit sharing plans | 55 | $64.1M |
| Charitable organizations | 2 | $1.2M |
| Corporations/business entities | 10 | $11.4M |
States served
AZ, CA, CO, LA, OK, TX, FL
All web addresses on file
Official SEC filing: View on IAPD