Triton Investments, LLC
Firm details
- Headquarters
- Bismarck, North Dakota
- CRD number
- 297585
- Website
- www.tritoninvestments.net
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals67.22%
- HNWI27.8%
- Charitable Organizations4.92%
- Investment Companies0.06%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Triton Investments, LLC is an individual-owned limited liability company operating as a non-independent retail registered investment adviser focused on discretionary portfolio management. The firm serves both individual and family clients as well as institutional and business clients, charging fees based on a percentage of assets under management. Its advisory scope is listed as portfolio management for individuals/small businesses and portfolio management for businesses or institutions. Triton is not identified as a capital allocator, is not marked as an active ESG investor, and is shown as a single-state adviser in the snapshot data. The firm also has an industry affiliation as a real estate broker.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds85%
- Exchange Traded Equities12%
- Cash & Cash Equivalents3%
Contacts
3 of 3
Patrick Schmitz
Managing PartnerCRD 7080808

Travis Vatnsdal
Financial Advisor & PartnerCRD 6920257
Charles Coleman
Managing Partner & Co-FounderCRD 6869716
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Bismarck, ND
Burleigh
Location
Bismarck, ND
Headquartered in Bismarck, ND, in the Midwest of the United States.
- Region
- Midwest
- County
- Burleigh
- Address
- 201 Slate Dr
- Time zone
- CT (UTC-6)
- Office locations
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