Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$286,475,355
Total clients
74
57% high-net worth
Total advisors
5
of 7 employees
Firm size
Team
4-10 advisors or $500M+ in AUM
Average clients per advisor
15
Average account size
$3,871,289
TritonPoint Partners, LLC provides investment advisory services to individuals (including high net worth clients), trusts, retirement plans and other business entities. Its service offerings include discretionary portfolio management, financial planning and retirement plan consulting, and the selection and monitoring of Independent Managers and private investment vehicles.
The firm describes an investment approach grounded in long-term asset allocation and modern portfolio theory, combining public equities and fixed income with private market alternatives and applying cyclical, secular, quantitative and fundamental analysis. Portfolios are implemented and monitored using in‑house management, third‑party managers, and tools to address held‑away accounts (including use of an order management system), with regular rebalancing and client reviews.
TritonPoint is a recently formed, small advisory team (four advisors, roughly $110 million in regulatory AUM and 36 clients) that is affiliated with Dynasty Financial Partners and is under common control with related TritonPoint entities — a relationship expressly disclosed in the brochure. The firm’s use of Dynasty’s TAMP/platform services, inclusion of platform fees in client billing, and the use of third‑party order management for held‑away accounts are notable features that the brochure identifies as creating potential conflicts of interest and that differentiate it from many peer team firms.
Flat fees for financial planning and consulting range from $2,500 to $10,000; Retirement plan consulting flat fees range from $750 to $25,000.
Up to 1.50% annually for portfolio management services
Certain supervised persons offer insurance products under separate commission-based arrangements.
Up to $350 per hour for financial planning and consulting services.
Fee-only: Financial planning and consulting services charged hourly up to $350/hour or flat fees ranging from $2,500 to $10,000; Retirement plan consulting charged as flat fees ranging from $750 to $25,000 or up to 1.00% of plan assets.
TritonPoint Partners, LLC
5404 Wisconsin Ave, Ste. 330
Chevy Chase MD 20815, United States
Number of offices
4
Arizona · California · Florida · Maryland · New York
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
San Diego, CA
TritonPoint Partners, LLC
CFP®, Series 66
San Diego, CA
TritonPoint Partners, LLC
CFP®, ChFC®, Series 66
Scottsdale, AZ
TritonPoint Partners, LLC
Series 63, Series 65
Clarence, NY
TritonPoint Partners, LLC
Series 63, Series 65
Chevy Chase, MD
TritonPoint Partners, LLC
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