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Derek Eichenwald

Triumph Capital Management

1610 Wynkoop Street
Suite 550

Denver, CO 80202

720-399-5552

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

15

Number of Years with Current Firm

15

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

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

Services

Investment Types

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

I can meet clients in the following ways

At my office, At your office, Via Phone, Via Email, Video Conference

Compliance

Registered Investment Advisor

Yes

Investment Advisor Representative

Yes

I am an acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

Retirement and Estate Planning

Securities Licenses

Series 66, Series 24, Series 7

Insurance and Annuity Licenses

Health, Life, Variable Life, Long Term Care

Compensation and Fees

Fee Structure

Fee-Based

Education

Bachelor Degree: Business -

Colorado State University
-

Wharton Retirement Planning Program - Finance

University of Pennsylvania
01/01/2006 - 12/31/2006

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.