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Clare Hutton Kelly Zecher

TRILOGYLWP, LLC·GREENWICH, Connecticut
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33 BENEDICT PLACE, GREENWICH, CT 06830CRD# 5188822Firm CRD# 139013
01

About

Clare Hutton Kelly Zecher is a registered financial advisor based in GREENWICH, Connecticut, affiliated with TRILOGYLWP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
TRILOGY CAPITAL MANAGEMENT, LLC
TRILOGY CAPITAL MANAGEMENT, LLC
AUM
$150M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at TRILOGY CAPITAL MANAGEMENT, LLC →
Services
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 5188822
Firm CRD# 139013
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Clare Hutton Kelly Zecher offer?
Clare Hutton Kelly Zecher specializes in Retirement Planning, Wealth Management. Contact their office in GREENWICH, Connecticut for a consultation.
What are Clare Hutton Kelly Zecher's credentials?
Clare Hutton Kelly Zecher is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Clare Hutton Kelly Zecher located?
Clare Hutton Kelly Zecher is based in GREENWICH, Connecticut, working with TRILOGYLWP, LLC. Their office serves clients in the GREENWICH metropolitan area and surrounding communities.
How does Clare Hutton Kelly Zecher charge for services?
Clare Hutton Kelly Zecher'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 TRILOGYLWP, LLC?
TRILOGYLWP, LLC has approximately 2 employees and manages $150M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Connecticut
STAMFORD (1131)WESTPORT (338)HARTFORD (225)DARIEN (222)NORWALK (134)
City Guides
STAMFORD GuideWESTPORT GuideHARTFORD GuideDARIEN GuideNORWALK Guide
Research
Advisor Fees in ConnecticutNational Fee Analysis
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