$23.3M Total AUM
$23.3M Disc. AUM
-- 3Y CAGR
1 Employees
0 ADV. Clients
21 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Morgan Stanley
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 12-01-2004
- Office Locations
- 1
Office Locations
-- LAS Vegas NV
About Trilogy Investment Management, LLC
Trilogy Investment Management, LLC is a LAS Vegas-based RIA. The firm has been operating for 21 years. Managing $23.3M in total assets under management, with 1 advisory representatives. They custody assets with Morgan Stanley.
Team overview
-- AVG AGE
$23.3M AVG AUM / ADVISOR
-- AVG AUM / CLIENT
21.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
21yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
B
BRADLEY ANTHONY TRIBULATO
Chief Compliance Officer
- CRD
- #2108340
- Ownership
- Less than 5%
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $23,298,281 | -- |
| Non-Discretionary | $0 | -- |
| Total | $23,298,281 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing