William
Mitton
Triton Wealth Management, Pllc
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About this Advisor
William Mitton is a financial advisor based in Sun City, Arizona who has 5 years of relevant experience. Mitton is currently employed by Triton Wealth Management, Pllc. Over the course of their career, they have held roles at Raymond James Financial Services, Inc, Insurance Non-Variable, Az Financial, LLC, Raymond James Financial Services Advisors Inc, Kingsview Asset Management, Purshe Kaplan Sterling Investments, Triton Wealth Management, Pllc and Leigh Baldwin & Co., LLC. Mitton holds Series 63 and Series 66 licenses, certifying them as a securities broker, and is able to serve investors in Arizona, Minnesota and Texas. Triton Wealth Management, Pllc is a company headquartered in Sun City, AZ. The investment advisory business has a total of eight financial advisors. It oversees $309 million in assets under management between its 1,513 client accounts, making it one of the mid-sized financial advisory firms in the country by assets under management. Of its 1,513 customer accounts, just 13% are associated with high-net-worth clients who have greater than $1 million in investable assets. Triton Wealth Management, Pllc offers a set of services, including financial planning services and portfolio management for individuals and small businesses. Financial advisory fees typically depend on which services the firm provides the client. However, fees charged by Triton Wealth Management, Pllc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Triton Wealth Management, Pllc Brokerage Details
$309,095,348
8
1,513
$204,293
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
William Mitton Work History
William has been registered as a financial advisor for 5 years.*
Leigh Baldwin & Co., LLC
Triton Wealth Management, Pllc
Kingsview Asset Management
Purshe Kaplan Sterling Investments
Az Financial, LLC
Raymond James Financial Services, Inc
Insurance Non-Variable
Raymond James Financial Services Advisors Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of William Mitton to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Triton Wealth Management, Pllc
Sun City, AZ
Sun City, AZ
Sun City, AZ
Sun City, AZ
Sun City, AZ
Sun City, AZ
Sun City, AZ
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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