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Barry David Kupferberg

TRILOGY CAPITAL MANAGEMENT, LLC·RYE BROOK, New York
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800 WESTCHESTER AVE., RYE BROOK, NY 10573CRD# 1570988Firm CRD# 139013
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About

Barry David Kupferberg is a registered financial advisor based in RYE BROOK, New York, affiliated with TRILOGY CAPITAL MANAGEMENT, 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# 1570988
Firm CRD# 139013
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Barry David Kupferberg offer?
Barry David Kupferberg specializes in Retirement Planning, Wealth Management. Contact their office in RYE BROOK, New York for a consultation.
What are Barry David Kupferberg's credentials?
Barry David Kupferberg is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Barry David Kupferberg located?
Barry David Kupferberg is based in RYE BROOK, New York, working with TRILOGY CAPITAL MANAGEMENT, LLC. Their office serves clients in the RYE BROOK metropolitan area and surrounding communities.
How does Barry David Kupferberg charge for services?
Barry David Kupferberg'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 TRILOGY CAPITAL MANAGEMENT, LLC?
TRILOGY CAPITAL MANAGEMENT, 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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