Trilogy Capital Inc

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Assets, Funds, Holdings

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Trilogy Capital Inc
CRD #281597
SEC #801-106922
CIK #0001722512
AUM$877.1 MM
Employees104
Phone714-843-9977
Address17011 Beach Blvd Suite 800
Huntington Beach, CA 92647
Links IAPDexternal EDGARexternal Websiteexternal
Total AUM ($BB)
Sector Holding Cap ($MM) Value ($MM)
VEA 56.1
VTI 52.7
IWB 40.4
AGG 40.3
VWO 29.5
IEI 26.3
JPIN 25.3
IJH 23.1
IGIB 21.8
VBR 19.5
View All
Holdings by Sector ($BB)
Comparable Firms AUM ($BB)
Weatherly Asset Management LP
0.9
Direct Lending Investments LLC
0.9
Infanger Investment Technology LLC
0.9
The WEIL Company
0.9
Private Wealth Partners LLC
0.9
Frank Rimerman Advisors LLC
0.9
Black-And-White Capital LP
0.9
The Gores Group LLC
0.9
van Hulzen Asset Management LLC
0.9
Lateef Investment Management LP
0.9