TRITON FINANCIAL GROUP, INC.
CRD #153048 SEC #801-110006 MARLBOROUGH, MA 508-480-8383
SEC Registered
Total AUM
$261.3M
Discretionary
$253.7M
Employees
4
Clients
0
Accounts
1,114
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $261.3M | $253.7M | $7.6M | 4 | 0 |
| Nov 2024 | $237.2M | $232.6M | $4.5M | 2 | 0 |
| Sep 2024 | $237.2M | $232.6M | $4.5M | 2 | 0 |
| Sep 2024 | $237.2M | $232.6M | $4.5M | 2 | 0 |
| Sep 2024 | $237.2M | $232.6M | $4.5M | 2 | 0 |
| Mar 2024 | $237.2M | $232.6M | $4.5M | 2 | 0 |
| Mar 2023 | $210.1M | $206.1M | $4M | 2 | 0 |
| Mar 2022 | $206M | $202M | $4M | 2 | 1 |
| Mar 2021 | $162.6M | $162.6M | $0 | 2 | 0 |
| Sep 2020 | $140.6M | $140.6M | $0 | 2 | 0 |
| Sep 2020 | $140.6M | $140.6M | $0 | 2 | 0 |
| May 2020 | $140.6M | $140.6M | $0 | 2 | 0 |
| Mar 2020 | $140.6M | $140.6M | $0 | 2 | 0 |
| Apr 2019 | $115.8M | $115.8M | $0 | 2 | 0 |
| Mar 2019 | $115.8M | $115.8M | $0 | 2 | 0 |
| Mar 2018 | $116.4M | $116.4M | $0 | 1 | 0 |
| Mar 2017 | $102M | $102M | $0 | 1 | 300 |
| Mar 2017 | $102M | $102M | $0 | 1 | 300 |
| Feb 2017 | $102M | $102M | $0 | 1 | 300 |
| Jul 2012 | $56M | $56M | $0 | 1 | 200 |
| May 2012 | $56M | $56M | $0 | 1 | 200 |
| May 2012 | $56M | $56M | $0 | 1 | 200 |
| Mar 2012 | $56M | $56M | $0 | 1 | 200 |
| Mar 2011 | $1.5M | $0 | $1.5M | 5 | -- |
| Feb 2011 | $27M | $0 | $27M | 5 | -- |
| May 2010 | $27M | $0 | $27M | 5 | -- |
| Mar 2010 | $0 | $0 | $0 | 5 | -- |
DateFeb 2025
Total AUM$261.3M
Discretionary$253.7M
Non-Disc.$7.6M
Employees4
Clients0
DateNov 2024
Total AUM$237.2M
Discretionary$232.6M
Non-Disc.$4.5M
Employees2
Clients0
DateSep 2024
Total AUM$237.2M
Discretionary$232.6M
Non-Disc.$4.5M
Employees2
Clients0
DateSep 2024
Total AUM$237.2M
Discretionary$232.6M
Non-Disc.$4.5M
Employees2
Clients0
DateSep 2024
Total AUM$237.2M
Discretionary$232.6M
Non-Disc.$4.5M
Employees2
Clients0
DateMar 2024
Total AUM$237.2M
Discretionary$232.6M
Non-Disc.$4.5M
Employees2
Clients0
DateMar 2023
Total AUM$210.1M
Discretionary$206.1M
Non-Disc.$4M
Employees2
Clients0
DateMar 2022
Total AUM$206M
Discretionary$202M
Non-Disc.$4M
Employees2
Clients1
DateMar 2021
Total AUM$162.6M
Discretionary$162.6M
Non-Disc.$0
Employees2
Clients0
DateSep 2020
Total AUM$140.6M
Discretionary$140.6M
Non-Disc.$0
Employees2
Clients0
DateSep 2020
Total AUM$140.6M
Discretionary$140.6M
Non-Disc.$0
Employees2
Clients0
DateMay 2020
Total AUM$140.6M
Discretionary$140.6M
Non-Disc.$0
Employees2
Clients0
DateMar 2020
Total AUM$140.6M
Discretionary$140.6M
Non-Disc.$0
Employees2
Clients0
DateApr 2019
Total AUM$115.8M
Discretionary$115.8M
Non-Disc.$0
Employees2
Clients0
DateMar 2019
Total AUM$115.8M
Discretionary$115.8M
Non-Disc.$0
Employees2
Clients0
DateMar 2018
Total AUM$116.4M
Discretionary$116.4M
Non-Disc.$0
Employees1
Clients0
DateMar 2017
Total AUM$102M
Discretionary$102M
Non-Disc.$0
Employees1
Clients300
DateMar 2017
Total AUM$102M
Discretionary$102M
Non-Disc.$0
Employees1
Clients300
DateFeb 2017
Total AUM$102M
Discretionary$102M
Non-Disc.$0
Employees1
Clients300
DateJul 2012
Total AUM$56M
Discretionary$56M
Non-Disc.$0
Employees1
Clients200
DateMay 2012
Total AUM$56M
Discretionary$56M
Non-Disc.$0
Employees1
Clients200
DateMay 2012
Total AUM$56M
Discretionary$56M
Non-Disc.$0
Employees1
Clients200
DateMar 2012
Total AUM$56M
Discretionary$56M
Non-Disc.$0
Employees1
Clients200
DateMar 2011
Total AUM$1.5M
Discretionary$0
Non-Disc.$1.5M
Employees5
Clients--
DateFeb 2011
Total AUM$27M
Discretionary$0
Non-Disc.$27M
Employees5
Clients--
DateMay 2010
Total AUM$27M
Discretionary$0
Non-Disc.$27M
Employees5
Clients--
DateMar 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--