Trilogy Advisors
RIASEC Registered
Total AUM
$200K
Discretionary
$0
0% of AUM
Avg account
$200K
Accounts
1
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 319519
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Trilogy Advisors operates as a sole proprietorship and is classified as an unclassified entity. The firm focuses on portfolio management for individuals and small businesses, offering services that include pension consulting and the selection of other advisers. While it does not actively engage in ESG investing, it serves as a capital allocator, indicating a strategic approach to investment management. The firm operates under a fee structure based on a percentage of assets under management.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds100%
Owners & executives
1 of 1Peter Kadra
Owner, Chief Compliance OfficerCRD 2305126
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations