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Building 2TRIUMPH WEALTH ADVISORS, INC.

Map pinWOODSTOCK, GA
Phone770-924-9322
NotebookSEC #801-79603
Total AUM
$28.1M
Employees
4
Clients
241

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2230 TOWNE LAKE PKWY
BLDG 800-STE 130
WOODSTOCK
GA 30189
United States
Operating Hours
0900-1700 EST
Monday - Friday
Phone
770-924-9322
Other Offices
1

ReceiptFinancials

Total AUM
$28.1M
Accounts
241
Discretionary
$0
Accounts
0
Non-Discretionary
$28.1M
Accounts
241

ContactClients

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Individual Clients
241
AUM
$28.1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
FEE FOR PLAN DESIGN

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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