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Thomas Owen Trillo

RIDGEFIELD CAPITAL ASSET MANAGEMENT, LP·RIDGEFIELD, Connecticut
Unclaimed Profile
38C GROVE STREET, RIDGEFIELD, CT 06877-4669CRD# 4061517Firm CRD# 138055
01

About

Thomas Owen Trillo is a registered financial advisor based in RIDGEFIELD, Connecticut, affiliated with RIDGEFIELD CAPITAL ASSET MANAGEMENT, LP. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

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

Firm Overview

Firm
RIDGEFIELD CAPITAL ASSET MANAGEMENT, LP
RIDGEFIELD CAPITAL ASSET MANAGEMENT, LP
AUM
$105M
Regulatory assets under management
Employees
Total firm employees
Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 4061517
Firm CRD# 138055
No disclosures on file
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Frequently Asked Questions

What services does Thomas Owen Trillo offer?
Thomas Owen Trillo specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in RIDGEFIELD, Connecticut for a consultation.
What are Thomas Owen Trillo's credentials?
Thomas Owen Trillo is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Thomas Owen Trillo located?
Thomas Owen Trillo is based in RIDGEFIELD, Connecticut, working with RIDGEFIELD CAPITAL ASSET MANAGEMENT, LP. Their office serves clients in the RIDGEFIELD metropolitan area and surrounding communities.
How does Thomas Owen Trillo charge for services?
Thomas Owen Trillo'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 RIDGEFIELD CAPITAL ASSET MANAGEMENT, LP?
RIDGEFIELD CAPITAL ASSET MANAGEMENT, LP is a registered investment adviser with the SEC, managing $105M in regulatory assets under management. See their Form ADV for full details.
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