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Home > Retirement Planners > california > irvine > TRILOGY CAPITAL, INC.
TRILOGY CAPITAL, INC.
2601 Main Street
Suite 100
Irvine, California 92614
Tel: 714-843-9977
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 14 offices throughout the country.
TRILOGY CAPITAL, INC. is a Irvine, California based Financial Planning firm with nearly $1,886,949,860 assets under management, offering retirement planning & investment advisory services to 18469 clients. The firm is staffed with 75 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 281597 |
| SEC# | 801-106922 |
| Assets Managed by Firm | $1,886,949,860 |
| No. of Clients | 18469 |
| No. of Advisors | 75 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 18469 | $1,886,949,860 |
| Individuals (other than high net worth individuals) | 8169 | $1,209,715,572 |
| High net worth individuals | 659 | $664,666,412 |
| Pension and profit sharing plans | 19 | $6,680,800 |
| Charitable organizations | 5 | $900,472 |
| Corporations or other businesses | 20 | $4,986,604 |
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