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Building 2TRILOGY CAPITAL, INC.

Map pinIRVINE, CA
Phone949-221-8105
NotebookSEC #801-106922
Total AUM
$3.2B
Employees
74
Clients
8,388

Firm filings submitted to the SEC

ADV Part 1ADV Part 2ADV Part 3ADV-W
ADV Part 3 is a Client Relationship Summary (Form CRS) – a short form, plain-english description of advisory services for investment clients.

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