← Back to searchVisit website
TRIUMPH CAPITAL MANAGEMENT
CRD 282814 · SEC 801-107312
1610 WYNKOOP STREET, SUITE 550, DENVER, CO, 80202, United States
Phone
720-399-5555
Fax
720-399-5560
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$645.6M
Discretionary AUM
$645.6M
Team
18 total employees; 17 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1815 | $223.4M |
| High net worth individuals | 378 | $393.6M |
| Pension/profit sharing plans | 27 | $22.6M |
| Corporations/business entities | 19 | $3.7M |
States served
AZ, CA, CO, GA, ID, IL, IN, IA, KS, KY, MI, NE, NV, NJ, NM, NY, NC, OH, OK, OR, PA, SC, TN, WI, WY, MO, WA, TX, CT, FL
All web addresses on file
Official SEC filing: View on IAPD