$250MM AUM | $3.7MM GDC in Denver, CO

Market
Advisor
Member Level
Basic
Last Activity
this month
General
Listing Type
Buyer | Merge
Location
Denver, CO, US
Fee 0% Commission 100%
Gross Revenue
$3,700,000
# of Accounts
700
Avg Client Age
50
Overview

Hello,

I am the owner of Triumph Capital Management, located here in Denver, CO. Triumph Capital is a hybrid RIA, with our Broker-Dealer being Summit Brokerage Services, Inc. Our RIA has 14 IAR's and approximately 250MM under management. We have experience purchasing books of business, as well as merging with other advisors/brokers. I would love to chat about your situation and any potential opportunities.

Please visit our website for more information about Triumph Capital: ___

Thanks!

Extended Profile Information

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