DIRECTORY OF REGISTERED ADVISORS
National Coverage
Local Professionals
TRILOGY CAPITAL, INC.
Tel: 714-843-9977
2601 Main Street Suite 100
Irvine, California 92614
TRILOGY CAPITAL, INC.
TRILOGY CAPITAL, INC. is a Irvine, California based financial advisory firm with nearly $1,886,949,860 in assets under management and provides investment advisory services for 18469 clients. There are currently 75 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Pesnsion consulting services , Selection for other advisors
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees
Firm CRD#:
281597
SEC#:
801-106922
No. of Clients:
18469
Assets under Management
$1,886,949,860
No. of Advisors:
75
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