Gregory
Schowe

Triumph Capital Management

CRD#5472166
Investment Advisor
in Denver, CO

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About this Advisor

Gregory Schowe is a financial advisor based in Denver, Colorado, working with Triumph Capital Management. Gregory has previously held positions at Lotusgroup Advisors, LLC, J P Turner & Company Capital Management, LLC, Summit Brokerage Services Inc, Triumph Capital Management, Cetera Investment Advisers LLC, and Cetera Advisor Networks LLC. Gregory has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Colorado and Texas. Currently, Gregory is part of Triumph Capital Management, which operates out of Denver, Colorado. The firm has 2 offices and 18 employees. The firm manages assets totaling $421.1 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Triumph Capital Management includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65, Series 63

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1610 Wynkoop Street, Suite 550
Denver, CO 80202

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Triumph Capital Management Brokerage Details

Total Assets Under Management

$421,132,382

CO Average: $2,349,664,866
Total Number of Employees

18

CO Average: 28
Total Number of Accounts

3,443

CO Average: 1,101
Average Account Size

$122,316

CO Average: $2,134,119

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Gregory Schowe Work History

2015 - Present (9 years)

Triumph Capital Management

2019 - 2020 (1 year)

Cetera Advisor Networks LLC

2015 - 2019 (4 years)

Summit Brokerage Services Inc

2015 - 2019 (4 years)

Cetera Investment Advisers LLC

2014 - 2015 (1 year)

J P Turner & Company Capital Management, LLC

2008 - 2014 (6 years)

Lotusgroup Advisors, LLC

Disclosures

Please visit the SEC profile of Gregory Schowe to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Triumph Capital Management

Daniel Mayer
Denver, CO
Edward Hable
Denver, CO
Christopher Nani
Denver, CO
Cory Robinson
Denver, CO
Brandon Drespling
Denver, CO
Ryan Cook
Denver, CO
Brian Stark
Denver, CO
James Peters
Denver, CO

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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