TRILOGY CAPITAL MANAGEMENT, LLC

NEW YORK, New York·2 registered advisors·CRD# 139013
SEC# 801-656940203-971-3405
01

Firm Overview

AUM
$150M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Pension consulting
Selection of other advisers
Compensation
Percentage of AUM
Performance-based fees
03

Specialties

Retirement PlanningWealth Management
04

Advisors at TRILOGY CAPITAL MANAGEMENT, LLC

2 registered advisors
Barry David Kupferberg
RYE BROOK, New York
Clare Hutton Kelly Zecher
GREENWICH, Connecticut
05

Office Locations

GREENWICH, Connecticut
1 advisor
RYE BROOK, New York
1 advisor

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 MANAGEMENT, LLC (CRD# 139013) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.