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Triumph Capital Management
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CRD # | 282814 |
SEC # | 801-107312 |
CIK # | 0001730765 |
AUM | $421.1 MM (2024-03-21) |
Employees | 18 (100% Investors, 0% Brokers) |
Phone | 720-399-5555 |
Address | 1610 Wynkoop Street, Suite 550 Denver, CO 80202 |
Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
Total AUM ($MM) |
---|
AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 1,920 | 190.3 |
(b) Individuals (high net worth individuals) | 160 | 200.0 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 190 | 29.3 |
(h) Charitable organizations | 0 | 1.5 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 3,443 | 421.1 |
By Discretionary | ||
Discretionary | 3,443 | 421.1 |
Non-Discretionary | 0 | 0.0 |
Total | 3,443 | 421.1 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 421.1 | |
Total | 3,443 | 421.1 |
EDGAR Form | CIK | 2011 - 2024 |
---|---|---|
13F-HR | [0001730765] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Convergence Financial LLC
✚
|
MO | 0.4 |
Alpha Capital Management Group LLC
✚
|
CO | 0.4 |
Lifeworks Advisors LLC
✚
|
MI | 0.4 |
Peavine Capital LLC
✚
|
NV | 0.4 |
Hinds Financial Group Inc
✚
|
CO | 0.4 |
Flagship Wealth Advisors LLC
✚
|
MA | 0.4 |
TRG Advisors Inc
✚
|
FL | 0.4 |
Acorn Creek Capital LLC
✚
|
CO | 0.4 |
The Legacy Financial Group Inc
✚
|
OK | 0.4 |
McElhenny Sheffield Capital Management LLC
✚
|
TX | 0.4 |