Triumph Wealth Advisors, Inc.

Triumph Wealth Advisors, Inc. (CRD# 153175) is a financial advisory firm headquartered in Woodstock, GA. They manage $28,075,000 in 241 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    28
    MILLION
  • Total Number of Accounts
    241
    ACCOUNTS
  • Average Account Value
    $116,494
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

GA

Financial Advisors at Triumph Wealth Advisors, Inc.
Showing 1 - 5 of 5 top financial advisors.
1
John M. Brady
CRD#: 2119657
Frisco, TX

John Brady (CRD# 2119657) is an Investment Advisor Representative working at Triumph Wealth Advisors, Inc. in Frisco, TX and has over 33 years of experience in the finance industry.

2
Glenn E. Cook
CRD#: 2903080
2230 Towne Lake Pkwy, Bldg 800-ste 130, Woodstock, GA 30189

Glenn Cook (CRD# 2903080) is an Investment Advisor Representative working at Triumph Wealth Advisors, Inc. in Woodstock, GA and has over 13 years of experience in the finance industry.

3
Jason P. Daugherty
CRD#: 4267059
2230 Towne Lake Pkwy, Bldg 800-ste 130, Woodstock, GA 30189

Jason Daugherty (CRD# 4267059) is an Investment Advisor Representative working at Triumph Wealth Advisors, Inc. in Woodstock, GA and has over 23 years of experience in the finance industry.

4
Daniel R. Garvin
CRD#: 1481768
2230 Towne Lake Pkwy, Bldg 800-ste 130, Woodstock, GA 30189

Daniel Garvin (CRD# 1481768) is an Investment Advisor Representative working at Triumph Wealth Advisors, Inc. in Woodstock, GA and has over 38 years of experience in the finance industry.

5
Gregory A. Matthews
CRD#: 2647453
2625 N. Josey Lane, Suite 101, Carrollton, TX 75007

Gregory Matthews (CRD# 2647453) is an Investment Advisor Representative working at Triumph Wealth Advisors, Inc. in Carrollton, TX and has over 28 years of experience in the finance industry.

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