Trilogy Capital is an investment advisor in Irvine with $1.65 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
475581477
SEC advisor number
801-106922
FINRA CRD number
281597
AUM ?
$1.89 bn
(as of 28 Mar 24)
Accounts
18,469
(as of 28 Mar 24)
Employees
75
(75 investment advisory or research)
Address
Trilogy Capital
17011 BEACH BLVD
SUITE 800
HUNTINGTON BEACH
CA 92647
17011 BEACH BLVD
SUITE 800
HUNTINGTON BEACH
CA 92647
Phone
7148439977
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
17 Apr 24
13F-HR
Quarterly holdings report by institutional manager
11 Jan 24
13F-HR
Quarterly holdings report by institutional manager
16 Oct 23
13F-HR
Quarterly holdings report by institutional manager
24 Jul 23
13F-HR
Quarterly holdings report by institutional manager
17 Apr 23
13F-HR
Quarterly holdings report by institutional manager
9 Feb 23
13F-HR
Quarterly holdings report by institutional manager
21 Oct 22
13F-HR
Quarterly holdings report by institutional manager
20 Jul 22
13F-HR
Quarterly holdings report by institutional manager
8 Apr 22
13F-HR
Quarterly holdings report by institutional manager
18 Jan 22