HQ: Huntington Beach, California, United States
Trilogy Financial Services
About Trilogy Financial Services Company
Trilogy Financial Services is a firm that focuses on Wealth Management for individuals and businesses.
Trilogy Financial Services Specialization
Coaching & Consulting, Finance & Banking, Insurance Providers, Venture Capital
Trilogy Financial Services General Information
HQ: Huntington Beach, California, United States
Business Type: Private
Employees: 251-500
Rounds: Private Equity
Founded Date: 1999
Company Type: For Profit
Operating Status: Active
Last Funding Type: Private Equity
Phone Number: 7148439977
Last Investment Activity: Mar 27, 2024
Investments Activity: Mar 27, 2024 Mar 27, 2024 Mar 7, 2024
Trilogy Financial Services Email Format
{first_name}.{last_name}@trilogyfs.com — 100.0% (example: sarah.smith@domain.com)
Contact details of 3 Trilogy Financial Services executives
Sean Kennedy
1 Emails
0 Phones
-
Work email
s**********y@trilogyfs.com
Michael Loo
1 Emails
0 Phones
-
Work email
m*********o@trilogyfs.com
Joseph Fischman
1 Emails
0 Phones
-
Work email
j*************n@trilogyfs.com
Contact details of 2 Trilogy Financial Services other employees
Windus Fernandez Brinkkord
1 Emails
0 Phones
-
Work email
w**************z@trilogyfs.com
Sean C
1 Emails
0 Phones
-
Work email
s*******i@trilogyfs.com
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