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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-17-2018
- Office Locations
- 2
Office Locations
About Triton Investments, LLC
Triton Investments, LLC is an RIA serving retail and institutional clients with active, asset-allocation portfolios built primarily with public funds, ETFs, and mutual funds. The firm supports portfolio construction and planning needs such as insurance and business succession. Based in Bismarck, ND with a Minnesota presence, it primarily custodies at Charles Schwab and provides dedicated advisor and client login portals for ongoing access.
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Owner & Executives
Patrick Thomas Schmitz
Chief Operations Officer, INVESTMENT ADVISOR REPRESENTATIVE, Managing Partner
- CRD
- #7080808
- Ownership
- 50% but less than 75%
Charles Mark Coleman
Chief Compliance Officer, Finance Director, Managing Member
- CRD
- #6869716
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
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Travis James Vatnsdal
--
- CRD
- #6920257
Showing 1 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $17,036,932 | -- |
| Non-Discretionary | $0 | -- |
| Total | $17,036,932 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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