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- Custodian
- Altruist · Hsbc · Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-20-2021
- Office Locations
- 1
Office Locations
About Trigofi
trigoFi is an independent, fiduciary RIA providing wealth management that combines comprehensive financial planning (cash flow, retirement, education, debt, tax, and estate) with ongoing investment management for individuals and families. Based in Northern California, the firm serves clients nationwide through a remote-first model. Founder Alvar Illan, CFP®, builds personalized, risk-aware portfolios and operates on an AUM-based fee schedule with no commissions or undisclosed compensation.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
Alvaro Illan Fernandez
Chief Compliance Officer, Chief Executive Officer
- CRD
- #7412669
- Ownership
- 50% but less than 75%
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No contact records available.
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Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $395,229 | -- |
| Non-Discretionary | $0 | -- |
| Total | $395,229 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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