TRILOGY CAPITAL, INC.

IRVINE, California·3 registered advisors·CRD# 281597
SEC# 801-10692213714-843-9977
01

Firm Overview

AUM
$1.9B
Regulatory assets under management
Employees
75
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at TRILOGY CAPITAL, INC.

3 registered advisors
Allison Brooke White
IRVINE, California
Jeffrey Ralph Motske
IRVINE, California
June Chiyun Adams
IRVINE, California
05

Office Locations

IRVINE, California
3 advisors

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors
Data sourced from SEC Form ADV filings. TRILOGY CAPITAL, INC. (CRD# 281597) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.