TRILOGY CAPITAL, INC.
SEC Form ADV profile.
Total regulatory AUM
$3,210,026,097
Discretionary
$2,945,923,991
Non-discretionary
$264,102,106
Firm details
- CRD number
- 281597
- SEC file number
- 801-106922
- Main office
- IRVINE, CA, United States
- Employees
- 74
- SEC status
- Approved
- Website
- HTTPS://WWW.TRILOGYFS.COM
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.