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TRILOGY CAPITAL, INC.

2601 Main Street
Suite 100
Irvine, California 92614
Tel: 714-843-9977

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About TRILOGY CAPITAL, INC.

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.

Firm Information

SEC Current StatusApproved
Firm CRD#281597
SEC#801-106922
Assets Managed by Firm$1,650,789,006
No. of Clients17798
No. of Advisors73

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees

Advisory Services Provided

  • Financial Planning
  • Portfolio Management for Individuals
  • Pension Consulting Services
  • Selection of Other Advisors

Firm Client Information

No. of ClientsAUM
Firm Total17798$1,650,789,006
Individuals (other than high net worth individuals)17560$1,476,628,375
High net worth individuals80$144,798,800
Pension and profit sharing plans115$21,669,880
Charitable organizations9$2,551,881
Corporations or other businesses34$5,140,070

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