T
$200.0K Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
1 ADV. Clients
4 yrs Firm Age
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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-28-2022
- Office Locations
- 1
Office Locations
-- Plymouth MA
About Trilogy Advisors
Trilogy Advisors is a Plymouth-based RIA. The firm has been operating for 4 years. Managing $200.0K in total assets under management, with 1 advisory representatives. They custody assets with Interactive Brokers.
Team overview
-- AVG AGE
$200.0K AVG AUM / ADVISOR
$200.0K AVG AUM / CLIENT
4.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Investment Themes
Available
Investment Vehicles
Available
Owner & Executives
P
PETER STEPHEN KADRA MR.
Chief Compliance Officer, Owner
- CRD
- #2305126
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $200,000 | -- |
| Total | $200,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Total | Available | Available |
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