Triumph Wealth Advisors, Inc.
Firm details
- Headquarters
- ,
- CRD number
- 153175
- Registered since
- May 1, 2014
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Other
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Triumph Wealth Advisors, Inc. is an independent, privately owned advisory firm organized as a corporation that focuses on individual and family clients. The firm provides financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. Its fee arrangements include a percentage-of-AUM component as well as hourly and other fee structures. Triumph identifies as a capital allocator and maintains an affiliation with an insurance company, a relationship that appears consistent with its use of annuities in client programs. The firm does not present itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
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Alternative investments used
Active ESG investor
Technology & operations
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TAMPs used
Clients
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Client personas
Asset composition
- Exchange Traded Equities59%
- Public Funds/Mutual Funds17%
- Cash & Cash Equivalents15%
- US Government Bonds9%
Owners & executives
FINTRXContacts
FINTRXWealth teams
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FINTRXRecent filings
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FINTRXLocation
, null
Location
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Headquartered in , null.
- Office locations