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Gregory Robert Schowe

Triumph Capital Management

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About Gregory Robert Schowe

Gregory Schowe is a financial advisor registered with Triumph Capital Management. Gregory is registered with the state of Colorado and Texas. Gregory has been working in the financial industry for over 10 years. Gregory has Series 7, Series 63, and Series 65 securities licenses and holds the SIE certification. Gregory specializes in providing financial planning, portfolio management for individuals, and pension consulting services. Gregory is also a limited partner in 2100 Downing, LLC. Previous experience includes roles with J.P. Turner & Company, L.L.C., Summit Brokerage Services, Inc., and Cetera Advisor Networks LLC.

Firm Information

Gregory Schowe is currently registered with Triumph Capital Management. Triumph Capital Management, headquartered in Denver, Colorado, is an investment advisor specializing in financial planning, pension consulting, and portfolio management. The firm manages approximately $421,132,382 in assets for a diverse clientele including high-net-worth individuals, pension plans, and individuals other than high-net-worth individuals. With 11 licensed agents, 16 investment advisor representatives, and 18 individuals performing investment advisory functions, Triumph Capital Management provides a comprehensive range of services to help clients achieve their financial goals.
Triumph Capital Management

1610 WYNKOOP STREET, SUITE 550

DENVER, CO 80202

$421.13M

Assets Under Management

Not reported

Total Clients

14

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Gregory Schowe’s Registration & Firm History

CO

03/09/2016 - Present

Triumph Capital Management (DENVER CO)

CO

09/20/2019 - 12/04/2019

CETERA ADVISOR NETWORKS LLC (Denver CO)

CO

08/29/2015 - 09/20/2019

SUMMIT BROKERAGE SERVICES, INC. (Denver CO)

CO

03/17/2015 - 09/25/2015

J.P. TURNER & COMPANY, L.L.C. (DENVER CO)

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Licenses & Designations

BC

Issued 03/30/2015

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 11/10/2007

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/16/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Gregory Robert Schowe.
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