Assets Under Management
$2.6B
Number of Clients
8,537
Number of Advisors
70
Average Client AUM
$308K
AUM per Advisor
$37.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
Trilogy Capital provides investment management and supervision services, including discretionary and non-discretionary options. They also offer financial consulting services (Coaching & Advanced Planning) focusing on budgeting, tax strategies, education, and retirement planning. The firm utilizes sub-advisors and independent managers, monitoring their adherence to investment styles and client goals.
2601 Main Street, Suite 100, Irvine, CA, 92614