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TRILOGY CAPITAL, INC.
IRVINE, CA
949-221-8105
SEC #801-106922Total AUM
$3.2B
Employees
74Clients
8,388Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
2601 MAIN STREET
SUITE 100
IRVINE
CA 92614
United States
SUITE 100
IRVINE
CA 92614
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Monday - Friday
Phone
949-221-8105
Other Offices
11
Financials
Total AUM
$3.2B
Accounts
18,988Discretionary
$2.9B
Accounts
18,837Non-Discretionary
$264.1M
Accounts
151
Clients
Individual Clients
7,512AUM
$1.6B
HNW Individual Clients
546AUM
$1B
Pension/Profit Sharing Plan Clients
305AUM
$586.1M
Charitable Organization Clients
3AUM
$734.9K
Corporation or Business Clients
22AUM
$12.9M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
AKALARAZCACOCTDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNENHNJNMNVNYOHOKORPARISCTNTXUTVAVTWAWI
Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.