League City, TX Office
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Triumph Wealth Advisors, Inc.
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Firm-wide stats for Triumph Wealth Advisors, Inc.
About
Triumph Wealth Advisors provides asset management, financial planning, plan design and hourly consultation services to individuals, high net worth clients and businesses. The firm reports approximately $18.41 million in assets under management and states it tailors portfolios to client financial condition, objectives and risk tolerance.
TWA manages client accounts on a non-discretionary basis, delivering recommendations while clients retain ultimate approval of transactions and selection of custodians. Portfolios may include equities, fixed income, mutual funds and ETFs, and the firm also assists in selecting and monitoring third‑party money managers while relying on third‑party research and internal analysis.
What is notable about TWA relative to many team firms is its emphasis on non‑discretionary management and its disclosed solicitor relationships with outside managers, where the firm receives referral compensation. The firm is also under common control with an affiliated insurance business whose agents frequently act as insurance producers, and TWA does not vote client proxies, leaving that responsibility to clients.
Based on Triumph Wealth Advisors, Inc.
Expertise
Based on Triumph Wealth Advisors, Inc.
Location
League City TX
Advisors at this office
1
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