Unclaimed Profile

Michael Phillip Dunham

CAPSTONE TRITON FINANCIAL GROUP LLC·OKLAHOMA CITY, Oklahoma

Clean recordCAPSTONE TRITON FINANCIAL GROUP LLC

14614 BOGERT PARKWAY, OKLAHOMA CITY, OK 73134CRD# 1214230Firm CRD# 309294

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Michael Phillip Dunham · OKLAHOMA CITY, OK

Registration

CRD #1214230 · CAPSTONE TRITON FINANCIAL GROUP LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Michael Phillip Dunham 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.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

CAPSTONE TRITON FINANCIAL GROUP INC

AUM

$283M

Regulatory assets under management

Employees

Total firm employees

View all advisors at CAPSTONE TRITON FINANCIAL GROUP INC →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 1214230

Firm CRD# 309294

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Michael Phillip Dunham offer?

Michael Phillip Dunham specializes in Financial Planning, Investment Management. Contact their office in OKLAHOMA CITY, Oklahoma for a consultation.

What are Michael Phillip Dunham's credentials?

Michael Phillip Dunham is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Michael Phillip Dunham located?

Michael Phillip Dunham 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 Michael Phillip Dunham charge for services?

Michael Phillip Dunham'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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