Triumph Capital Markets, LLC

Broker-DealerFINRA Member
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 listed with ownership described as a mix of a domestic entity and an individual. The snapshot classifies the firm as unclassified and indicates it does not act as a capital allocator. The record also flags that the firm is not identified as an active ESG investor, not a multi-state adviser, not a newly formed adviser, not a pension consultant, and not marked as a related adviser. The FINTRX snapshot contains minimal descriptive material about the firm's business model. Fields for advisory activities, fee structure and client types are blank in the source record, so the firm’s client-facing model, investment approach and fee arrangements are not discernible from the provided data. The profile indicates the firm maintains two office locations, but specific office addresses and a geographic base are not reported in the snapshot.

Assets & Accounts

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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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

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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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