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Trilogy Financial Services Company Profile - aVenture Research

Trilogy Financial Services

Trilogy Financial Services

Trilogy Financial Services is an independent firm whose advisors coach clients through financial planning and investing decisions.

: 150

Huntington Beach, CA, US🇺🇸United States

Trilogy Financial Services is a wealth management firm that provides comprehensive financial planning and investment strategies for individuals and businesses. Their services encompass a wide range of financial needs, including wealth and asset management, life insurance, retirement planning, college savings, social security, long-term care, estate planning, and budgeting. Trilogy Financial focuses on coaching clients through everyday financial decisions to empower them to live financially secure lives.

Notable portfolio companies include Falkon, which has raised $16 million across seed and Series A rounds. Trilogy Financial's investment philosophy centers around personalized coaching and holistic financial planning rather than just traditional investment management. This approach ensures that clients receive tailored advice that aligns with their unique financial goals and life stages. The firm’s advisors are dedicated to providing continuous support and guidance, reinforcing their commitment to being more than just financial planners but life planners.

Classification

Also Known As: Trilogy Financial Services, Inc.

Headquarters: 17011 Beach Bl
Suite 800
Huntington Beach, CA, 92647-5995
US

NAICS

52Finance and InsuranceEdition: 2022

SIC

60Depository InstitutionsEdition: 1987

Industry

Financial Services Companies
Investment Companies
Insurance Companies
Venture Capital Firms
Investment Management Companies

Show 14 more industry codes

NAICS: 523Securities, Commodity Contracts, and Other Financial Investments and Related ActivitiesEdition: 2022
5239Other Financial Investment ActivitiesEdition: 2022
523910Miscellaneous IntermediationEdition: 2022
52399All Other Financial Investment ActivitiesEdition: 2022
523999Miscellaneous Financial Investment ActivitiesEdition: 2022
524Insurance Carriers and Related ActivitiesEdition: 2022
5241Insurance CarriersEdition: 2022
525Funds, Trusts, and Other Financial VehiclesEdition: 2022
SIC: 63Insurance CarriersEdition: 1987
67Holding And Other Investment OfficesEdition: 1987
672Investment OfficesEdition: 1987
6722Management Investment Offices, Open-endEdition: 1987
679Miscellaneous InvestingEdition: 1987
6799Investors, Not Elsewhere Classified

Edition: 1987