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Triumph Wealth Advisors, Inc.
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Woodstock, Georgia
$27.8 million AUM
4 offices

Triumph Wealth Advisors, Inc. is based in Woodstock, Georgia and has $27.8 million in assets under management.

Location
2230 Towne Lake Parkway
Building 800-Ste 130
Woodstock, GA 30189
$27.8 million
AUM
24
Employees
AUM Share
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$27,800,000
Assets under management
363 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 182 $20,400,000 73% $112,088
High net worth individuals 2 $7,400,000 27% $3,700,000
Employees Share
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24
Employees
24
Investment analysts
100% of total employees
AUM per employee Share
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$27,800,000
Assets under management
$1,158,333
AUM per employee
$1,158,333
AUM per investment analyst
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Compensation

Triumph Wealth Advisors, Inc. makes money through the following ways:

  • Percentage of AUM
  • Hourly fees
  • Fee for plan design
Services offered

Triumph Wealth Advisors, Inc. provides the following services:

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
Firm data Share
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CRD number 153,175
SEC number 801-79603
Legal structure Corporation
Legal governance Georgia, United States
Latest ADV filing date March 31, 2020

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