Trilogy Financial - M&A Summary and Business Overview

Financial ServicesCompany

Trilogy Financial M&A Summary

Trilogy Financial has acquired 2 companies, including 2 in the last 5 years.

Trilogy Financial has acquired in 1 US state. The Company’s most targeted sectors include financial services (100%).

Trilogy Financial Business Overview

Where is Trilogy Financial headquartered?

Trilogy Financial is headquartered in Irvine, California.

What sector is Trilogy Financial in?

Trilogy Financial is a financial services company.

When was Trilogy Financial founded?

Trilogy Financial was founded in 1999.

M&A Summary

  • M&A Total Activity2
    • M&A Buy Activity2
  • Total Sectors Invested 1
  • Total Countries Invested 1

Trilogy Financial

Trilogy Financial Services, Inc.

2601 Main St. #100,
Irvine, California 92614
United States,
(844) 356-4934
www.trilogyfs.com

Trilogy Financial is a national financial advisory firm with more than $3 billion in brokerage and advisory assets to help bring financial planning services to everyday Americans. Trilogy Financial was founded in 1999 and is based in Irvine, California.


M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (0.4/yr) # - - - 2 - - 2
Sell (0.0/yr) # - - - - - - 0
  2

Most Recent M&A

Company Date Value Type
E. F. Heagen & Associates 2022-08-24 - Add-on Acquisition
San Juan Capistrano, California · www.efheagen.com
Mandichak Investment Retirement & Estate Planning 2022-08-24 - Add-on Acquisition
Laguna Niguel, California · www.mandichak.com
View All >>

M&A by Sector

Sector Buy # Value Sell # Value
Financial Services 2 (100%) - - -
Total 2 - - -

By Geo

State/Country Buy Value Sell Value
United States 2 - - -
  California 2 - - -
Total 2 - - -

Company Summary

SECTOR

Financial Services

Established

1999

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