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Chelsea Raye Perez

CAPSTONE TRITON FINANCIAL GROUP LLC·OKLAHOMA CITY, Oklahoma
Unclaimed Profile
14614 BOGERT PARKWAY, OKLAHOMA CITY, OK 73134CRD# 7008838Firm CRD# 309294
01

About

Chelsea Raye Perez is a registered financial advisor based in OKLAHOMA CITY, Oklahoma, affiliated with CAPSTONE TRITON FINANCIAL GROUP LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
CAPSTONE TRITON FINANCIAL GROUP INC
CAPSTONE TRITON FINANCIAL GROUP INC
AUM
$283M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at CAPSTONE TRITON FINANCIAL GROUP INC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 7008838
Firm CRD# 309294
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Chelsea Raye Perez offer?
Chelsea Raye Perez specializes in Financial Planning, Investment Management. Contact their office in OKLAHOMA CITY, Oklahoma for a consultation.
What are Chelsea Raye Perez's credentials?
Chelsea Raye Perez is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Chelsea Raye Perez located?
Chelsea Raye Perez is based in OKLAHOMA CITY, Oklahoma, working with CAPSTONE TRITON FINANCIAL GROUP LLC. Their office serves clients in the OKLAHOMA CITY metropolitan area and surrounding communities.
How does Chelsea Raye Perez charge for services?
Chelsea Raye Perez's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CAPSTONE TRITON FINANCIAL GROUP LLC?
CAPSTONE TRITON FINANCIAL GROUP LLC has approximately 8 employees and manages $283M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Oklahoma
TULSA (209)BARTLESVILLE (28)EDMOND (25)DURANT (6)ARDMORE (5)
City Guides
TULSA GuideBARTLESVILLE GuideEDMOND GuideDURANT GuideARDMORE Guide
Research
Advisor Fees in OklahomaNational Fee Analysis
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