Triumph Financial Group

Finance · Texas, United States · 1-10 Employees

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Overview

Headquarters

5420 Lyndon B Johnson Fwy Ste 1300, Dall...

Phone Number

(972) 663-7382

Revenue

$7.6 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
Feb
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Jul
ZI Rank
2
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About Triumph Financial Group

Triumph Financial Group, an office of Northwestern Mutual located in Dallas and Tyler, TX, specializes in comprehensive financial planning aimed at helping business owners and busy professionals achieve their financial goals. They offer a blend of insurance and investment solutions tailored to meet the unique needs of their clients. Recognized by Forbes as one of the Best-In-State Wealth Management Teams for 2025, Triumph Financial Group is committed to providing expert financial strategies. Their services are designed for individuals and families looking to secure their financial future amidst the demands of career and family life.Explore more
Triumph Financial Group's Social MediaPopular SearchesTriumph Financial GroupSIC Code 62,628NAICS Code 52,523Show more

Triumph Financial Group Org Chart

PhoneEmail
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Director, Wealth Management

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AH
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Director, Insurance Operations

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MH
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Group Director, Investment Operations & Clien...

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JR
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Wealth Management Associate

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BL
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Partner and Wealth Management Advisor

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DH
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Partner and Wealth Management Advisor

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SL
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Financial Associate & Representative

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WH
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Wealth Management Associate & Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Triumph Financial Group

$7.6M
1-10
Private
-
2022
RO
Randall OndrusekDirector, Wealth Management
$6M
11-50
Private
-
2019
MH
Michael HarmelinkChief Investment Officer
$5M
11-50
Private
-
2012
Scott Hurwitz, President at Alliance Wealth Advisors
Scott HurwitzPresident
<$5M
1-10
Private
-
-
MH
Melanie HennesseyProfessional Year
<$5M
1-10
Private
-
2019
N/A
<$5M
1-10
Private
-
2016
N/A
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Company Profile Activity

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Among all Finance companies

Low Activity

High Activity

Activity Insights

Triumph Financial Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Triumph Financial Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Triumph Financial Group.

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Frequently Asked Questions Regarding Triumph Financial Group

What is Triumph Financial Group's official website?
Triumph Financial Group's official website is triumph.nm.com
What is Triumph Financial Group's Revenue?
Triumph Financial Group's revenue is $7.6 Million
What is Triumph Financial Group's SIC code?
Triumph Financial Group's SIC: 62,628
What is Triumph Financial Group's NAICS code?
Triumph Financial Group's NAICS: 52,523
How many employees does Triumph Financial Group have?
Triumph Financial Group has 1-10 employees
What industry does Triumph Financial Group belong to?
Triumph Financial Group is in the industry of: Finance, Insurance, Securities Trading
What is Triumph Financial Group competition?
Triumph Financial Group top competitors include: Sentinel Advisory Group, Alliance Wealth Advisors, Personal Wealth Solutions, Appaloosa Wealth Management
How do I contact Triumph Financial Group?
Triumph Financial Group contact info: Phone number: (972) 663-7382 Website: triumph.nm.com
What does Triumph Financial Group do?

Triumph Financial Group, an office of Northwestern Mutual located in Dallas and Tyler, TX, specializes in comprehensive financial planning aimed at helping business owners and busy professionals achieve their financial goals. They offer a blend of insurance and investment solutions tailored to meet the unique needs of their clients. Recognized by F... orbes as one of the Best-In-State Wealth Management Teams for 2025, Triumph Financial Group is committed to providing expert financial strategies. Their services are designed for individuals and families looking to secure their financial future amidst the demands of career and family life.Read More

What are Triumph Financial Group social media links?
Triumph Financial Group Linkedin page Triumph Financial Group Facebook page
Is Triumph Financial Group a public company?
Triumph Financial Group is private company therefore does not currently have an official ticker symbol
See more information about Triumph Financial Group

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