Triumph Capital Markets, LLC

Broker-DealerFINRA MemberEst. 2024
Total AUM
—
Advisory reps
9
Avg account
$0

Firm details

Headquarters
Chicago, Illinois
CRD number
327963
Registered since
April 1, 2024

Firm profile

FINTRX

Overview

Triumph Capital Markets, LLC is organized as a limited liability company and is registered with the SEC as of 2024. The firm is classified as "unclassified" in the source snapshot and lists its owner type as a domestic entity and individual. The dataset indicates the adviser is not a multi-state adviser, is not a pension consultant, and is not reported as a related adviser. The firm is also identified as not being a capital allocator. The source provides no detail on client segments, fee schedules, advisory services, or specific business activities, so the firm's target market and service model are not disclosed in the available record.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Rommel Cosio

    Rommel Cosio

    Chief Compliance OfficerCRD 2017788

  • Kevin Gibbons

    Chief Executive OfficerCRD 2382418

Contacts

3 of 7
  • David Portnoff

    David Portnoff

    ​Senior PartnerCRD 2977967

  • Edward Power

    Registered RepresentativeCRD 2841661

  • James Dowd

    James Dowd

    Vice PresidentCRD 4698141

Unlock 4 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Chicago, IL

Cook

Location

Chicago, IL

Headquartered in Chicago, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
Cook
Address
150 N Riverside Plz
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth