2601 Main Street
Suite 100
Irvine, California 92614
Tel: 714-843-9977
TRILOGY CAPITAL, INC, formally registered with the SEC as TRILOGY CAPITAL, INC. The firm was established in 11/16/2015. They have over 12 offices throughout the country.
TRILOGY CAPITAL, INC. is a Irvine, California based Financial Planning firm with nearly $1,650,789,006 assets under management, offering retirement planning & investment advisory services to 17798 clients. The firm is staffed with 73 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 281597 |
SEC# | 801-106922 |
Assets Managed by Firm | $1,650,789,006 |
No. of Clients | 17798 |
No. of Advisors | 73 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 17798 | $1,650,789,006 |
Individuals (other than high net worth individuals) | 17560 | $1,476,628,375 |
High net worth individuals | 80 | $144,798,800 |
Pension and profit sharing plans | 115 | $21,669,880 |
Charitable organizations | 9 | $2,551,881 |
Corporations or other businesses | 34 | $5,140,070 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$2,936,601,179,276 | 18358 | 1331 | |
$2,406,691,634,676 | 481 | 754 | |
$2,248,547,388,863 | 2782 | 3177 | |
$782,620,910,160 | 242041 | 1007 | |
$322,933,193,102 | 762 | 295 |
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