The TRILOGY INVESTMENT SERVICES is a privately held investment adviser that advises $3.21Bn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. TRILOGY INVESTMENT SERVICES is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 134.99% over the last 5-years.
The Group has been registered with the SEC for 10.71 years and is comprised of 1 filing and 0 relying advisers. They operate out of 11 office locations with their Headquarters at 2601 MAIN STREET SUITE 100, IRVINE, CALIFORNIA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 74 employees comprised of 74 investment and 0 non-investment staff. The total number of Employees decreased by 10.84% over the last 5-years.
Their $3.21Bn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 330 other accounts. Assets of Individuals clients own $1.6Bn or 49.85% of Total Assets and High Net Worth Individuals own $1.01Bn or 31.47% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 5 types of clients, top clients are Individuals and High Net Worth Individuals.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees and management fees.
TRILOGY INVESTMENT SERVICES names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.