Souheil Asmar is a registered investment advisor at Triumph Wealth Management LLC, based in Concord, NH, with 15 years of industry experience. Souheil operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, Retirement Planning, Tax Planning. Their firm serves 20 clients.
Compensation
Firm Size
IM Fee
Fee Structure
- Consulting fee: $200 per hour
- Retainer fee: up to $500 (refunded less hourly fee for time incurred if the engagement is terminated early)
Location
Concord, NH
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Souheil is the president of Triumph Business Advisors LLC, a business advisor/consultant company, since 2010. He spends about a quarter of his time on this business, dedicating 2-3 hours per day during securities trading hours.
Employment History
Current Registrations
Triumph Wealth Management LLC
State Registrations1 state
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