Derek Eichenwald

Triumph Capital Management

1610 Wynkoop Street
Suite 550

Denver, CO 80202
(720) 5989252

Private Wealth Management For Select Individuals

About Triumph Capital Management

Our firm was founded with the goal of assisting our clients in every aspect of their financial lives. We work closely with clients to help them pursue their goals.

Our staff consists of experienced professionals with a hands-on approach to financial advice. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about helping make your dreams a reality. We want to have long-term relationships with our clients.

General Information

Firm Start Year

2010

No.of Employees

20-49

CRD#

4613771

Firm CRD#

282814

Name of Custodial Firm

TD Ameritrade

States Licensed in

(AZ)(CA)(CO)(CT)(FL)(GA)(ID)(IN)(IA)(KS)(MN)(MO)(NV)(NM)(NY)(NC)(PA)(SC)(TN)(TX)(UT)(VA)(WV)(WY)

Years of Experience in Financial Services

Number of Years with Current Firm

Work Experience

Triumph Capital Management Summit Brokerage Services, Inc. J.P. Turner & Company, LLC Raymond James Finanancial Services, Inc AXA Advisors, LLC

I work with the following types of clients

Non-Profit Organizations, Individual Investors, Investment Clubs, Businesses

Services

Investment Types

Annuities, Insurance, Options & Futures, Stocks, Mutual Funds, Bonds, Alternative Investments, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI)

I can meet clients in the following ways

Video Conference, At my office, At your office, Via phone, Via email

Qualifications & Membership

Certifications, Accreditations & Designations

Retirement and Estate Planning

Securities Licenses

Series 66, Series 7, Series 24

Insurance and Annuity Licenses

Health, Life, Long Term Care, Variable Life

Compensation and Fees

Fee Structure

Fee-Based

Education

Bachelor Degree: Business -

Colorado State University
-

Disclosures

https://www.triumphcapitalmanagement.com/disclosur es

Disclaimer

Advisory services offered through Triumph Capital Management, a registered investment advisor. Insurance offered through Triumph Capital, LLC, an independent agency.

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