Assets Under Management
$30.3M
Number of Clients
252
Number of Advisors
4
Average Client AUM
$120K
AUM per Advisor
$7.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
Triumph Wealth Advisors offers asset management services on a non-discretionary basis, financial planning, and hourly consultations. They may utilize third-party managers. Clients retain the right to select their broker/dealer and custodian.
2230 Towne Lake Pkwy, Bldg 800-Ste 130, Woodstock, GA, 30189