Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
70 advisors
Number of Clients
8,537 clients
Average Client Portfolio
$308K average
Assets Under Management
$2.6B

Fee Structure

Minimum Investment:$5.5K
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Location

12520 High Bluff Dr. #140, San Diego, CA, 92130

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Trilogy Capital, INC.
February 2024 - Present · 2 yrs
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.