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Trilogy Financial Overview

Financial ServicesCompany

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.

Trilogy Financial

Trilogy Financial Services, Inc.

2601 Main St., Suite 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 ≤ '20 '21 '22 '23 '24 '25 T
Buy (0.4/yr) # - - 2 - - - 2
Sell (0.0/yr) # - - - - - - 0
  2

Company Summary

SECTOR

Financial Services

Established

1999


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