Triumph Financial Advisors, LLC

Triumph Financial Advisors, LLC (CRD# 313911) is a financial advisory firm headquartered in , . They manage $2,750,000 in 25 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    3
    MILLION
  • Total Number of Accounts
    25
    ACCOUNTS
  • Average Account Value
    $110,000
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
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MO

Financial Advisors at Triumph Financial Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Susan Dawson, financial advisor North Kansas City MO
Susan Dawson
CRD#: 4954159
North Kansas City, MO

Susan Dawson (CRD# 4954159) is an Investment Advisor Representative working at Triumph Financial Advisors, LLC in North Kansas City, MO and has over 18 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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