| Name | Title | Ownership | Since |
|---|---|---|---|
| Allison Brooke White | Director Of Compliance Operations | Under 5% | 2021 |
| Jeffrey Ralph Motske Control | Chief Executive Officer | Under 5% | 2015 |
| June Chiyun Adams Control | Chief Compliance Officer | Under 5% | 2015 |
Trilogy Capital, Inc. reports $2.6 billion in regulatory assets under management on its Form ADV.
Trilogy Capital, Inc. reports 72 employees.
Trilogy Capital, Inc. is based in Irvine, CA and has been SEC-registered since 2015.
Trilogy Capital, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 2601 Main Street, Suite 100, Irvine, CA 92614 |
| Phone | 949-221-8105 |
| Fax | 949-221-8106 |
| Office hours | 8:00 a.m. To 5:00 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| CIK | 1722512 |
| Discloses disciplinary history | No |
| Discretionary | $2.44B |
| Non-discretionary | $197.9M |
| Total (RAUM) | $2.63B |