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Trilogy Financial

Irvine, California
Website:
https://www.trilogyfs.com/
281597
Irvine, California
Website:
https://www.trilogyfs.com/
Overview
Partner Testimonials
Team
Advisor Value Proposition
Financial & Operations
Mandatory Points of Alignment
Acquisition Model
Client Experience
Data Room
Leadership Interviews
Leadership Interview

Company Details

Approximate AUM
$1,886,949,860
Fee model
Hybrid Flexible
Number of employees
130
Custodians

Schwab

LPL

Description

Founded in 1999 by Jeff Motske and Kevin Macintosh, Trilogy was created to offer a holistic approach to investment, tax, and protection planning. In 2016, the firm expanded by incorporating an RIA, enhancing their investment philosophy and growing to over $2 billion in managed assets and $4 billion total. Jeff’s vision was to shift away from transactional, short-term financial strategies, focusing instead on the long-term financial independence of clients. Today, Trilogy serves clients nationwide with over $4.3 billion in assets and a team of over 70 advisors. The firm remains committed to recruiting and mentoring new talent, maintaining a multi-generational staff to address diverse client needs. Guided by the motto "never stop growing," Trilogy continues to innovate and evolve, with limitless potential for the future.

Locations

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Services Offered

Services Offered
Financial Planning
Portfolio Management
Estate Planning
Qualified / Non Qualified Plans

Recent News

Trilogy Financial acquires two firms, $160 million in AUM
The addition of E. F. Heagan & Associates and Mandichak Investment Retirement & Estate Planning brings more than 500 new clients.
Jeff Seuferling, CFP | Development Officer
Get to Know Jeff
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Match confidence
N/a
video Overview
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Acquisitions

Number of Acqusitions
6

Success

General Overview of Client Experience

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Match confidence
N/a
video Overview
Getting started
00:53
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Match confidence
N/a
video Overview
Getting started
00:53
Welcome to the Buyer At a glance page!
Thank you! Your submission has been received!
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Advisor Value Proposition

Business Enhancements

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Planning Support

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Operational Support

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Expansion of Services

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Organic Growth

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Practice Management

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Organic Growth

Growth Channels
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Match confidence
N/a
video Overview
Getting started
00:53
Welcome to the Buyer At a glance page!
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AUM Growth

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Technology

Overview

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Match confidence
N/a
video Overview
Getting started
00:53
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Points of Alignment

Brand Adoption

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Client Experience

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Investment Management

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Practice Management

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Growth Profile

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Planning Recommendations

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Centralization of Operations

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Financial Decisions

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Match confidence
N/a
video Overview
Getting started
00:53
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Acquisition Model

Acquisition Type
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Earnout Availability
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Max Cash
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Retention Terms
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Share Ongoing Economics
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Match confidence
N/a
video Overview
Getting started
00:53
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Client Experience

General Overview of Client Experience

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Planning Philosophy and Implementation

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Investment Management Philosophy

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Investment Management Implementation

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Investment Management Team

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Match confidence
N/a
video Overview
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Data Room

Investment Management
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Match confidence
N/a
video Overview
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00:53
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Trilogy Financial's Ideal Partner

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Block quot

Company Videos

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Hybrid Flexible
Schwab
LPL
Full Acquisition
Financial Planning
Portfolio Management
Estate Planning
Qualified / Non Qualified Plans