TRILOGY CAPITAL, INC. of IRVINE, CA is an SEC-registered investment adviser (CRD 281597). Regulatory assets under management: $3.2B.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| Jeffrey Ralph Motske | CHIEF EXECUTIVE OFFICER; MANAGING MEMBER | — |
| June Chiyun Adams | CHIEF COMPLIANCE OFFICER | — |
| Allison Brooke White | DIRECTOR OF COMPLIANCE OPERATIONS | — |
| MOTSKE JEFFREY RALPH | CHIEF EXECUTIVE OFFICER; MANAGING MEMBER; PRESIDENT | — |
| ADAMS JUNE CHIYUN | CHIEF COMPLIANCE OFFICER | — |
| WHITE ALLISON BROOKE | DIRECTOR OF COMPLIANCE OPERATIONS | — |