TRILOGY ADVISORS

TRILOGY ADVISORS is an SEC-registered investment adviser (CRD 319519). Regulatory assets under management: $200K.

Registration

• CRD: 319519
• Type: Registered investment adviser
• Phone: 781-254-9392
• Latest filing: 2024-03-28
• Regulatory AUM: $200K
• Non-discretionary AUM: $200K
• Clients: 1
• Accounts: 1

Business model

Compensation: % of AUM.

Clients served: High net worth, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 319519 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search