AdvisorOS Directory
Claim Profile
MG

Mario Garcia

TRILINC ADVISORS, LLC·MANHATTAN BEACH, California
Unclaimed Profile
1230 ROSECRANS AVENUE, MANHATTAN BEACH, CA 90266CRD# 5783834Firm CRD# 166194
01

About

Mario Garcia is a registered financial advisor based in MANHATTAN BEACH, California, affiliated with TRILINC ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
TRILINC ADVISORS, LLC
TRILINC ADVISORS, LLC
AUM
$279M
Regulatory assets under management
Employees
32
Total firm employees
View all advisors at TRILINC ADVISORS, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 5783834
Firm CRD# 166194
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in MANHATTAN BEACH?

Browse all registered financial advisors in MANHATTAN BEACH, California or claim this profile if it's yours.

Browse MANHATTAN BEACH AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Mario Garcia offer?
Mario Garcia specializes in Retirement Planning. Contact their office in MANHATTAN BEACH, California for a consultation.
What are Mario Garcia's credentials?
Mario Garcia is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Mario Garcia located?
Mario Garcia is based in MANHATTAN BEACH, California, working with TRILINC ADVISORS, LLC. Their office serves clients in the MANHATTAN BEACH metropolitan area and surrounding communities.
How does Mario Garcia charge for services?
Mario Garcia's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TRILINC ADVISORS, LLC?
TRILINC ADVISORS, LLC has approximately 32 employees and manages $279M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in MANHATTAN BEACH
Jillian Jaccard Murrish — PIER ASSET MANAGEMENT LLCJed Marshall Cohen — THE INVESTMENT HOUSE LLCGloria Sue Nelund — TRILINC GLOBAL ADVISORS, LLCMark Gregory Torline — TRILINC ADVISORS, LLCMebane Thadley Faber — CAMBRIA INVESTMENT MANAGEMENT, L.P.
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile