Triton Financial Group, Inc.
CRD 153048SEC# 801-110006Marlborough, MA
No longer SEC-registered. Triton Financial Group, Inc. appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$261.3M
Employees
4
Accounts
1,114
Location
Marlborough, MA
Triton Financial Group, Inc. assets under management
Triton Financial Group, Inc. is an SEC-registered investment adviser based in Marlborough, MA. It reports $261.3 million in regulatory assets under management and employs 4 people.
Triton Financial Group, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Robert Keenan Gustafson Control | President And Chief Compliance Officer | Over 75% | 2008 |
Frequently asked questions
How much does Triton Financial Group, Inc. manage?
Triton Financial Group, Inc. reports $261.3 million in regulatory assets under management on its Form ADV.
How many employees does Triton Financial Group, Inc. have?
Triton Financial Group, Inc. reports 4 employees.
Where is Triton Financial Group, Inc. located?
Triton Financial Group, Inc. is based in Marlborough, MA.
Does Triton Financial Group, Inc. disclose fund performance?
Triton Financial Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 61 Florence Street, Marlborough, MA 01752 |
| Office hours | 9a.m. To 5p.m. |
| Discloses disciplinary history | No |
Regulatory AUM
$261.3MNo change
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 66%
Larger than 34% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$261.3Mregulatory AUM
Discretionary $253.7MNon-discretionary $7.6M