Trigofi

RIASEC Registered
Total AUM
$395K
Discretionary
$395K
100% of AUM
Avg account
$56.5K
Accounts
7
Employees
1
Advisory reps
1

Firm details

Headquarters
Emeryville, California
CRD number
315922
Custodians
ALTRUIST FINANCIAL LLC
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • Individuals100%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Trigofi is a small, individually owned limited liability advisory firm that provides financial planning and portfolio management services to individuals and small businesses. The firm charges a mix of percentage-of-assets and fixed fees. It is not registered as a multi-state or pension consultant adviser, does not identify as a capital allocator, and does not report active ESG investing in the provided data. Trigofi's organizational classification in the snapshot is unclassified.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Non-Exchange Traded Equities 51%, Exchange Traded Equities 44%, Cash & Cash Equivalents 5%51%
  • Non-Exchange Traded Equities51%
  • Exchange Traded Equities44%
  • Cash & Cash Equivalents5%

Owners & executives

1 of 1
  • Alvaro Illan Fernandez

    Alvaro Illan Fernandez

    CEO & CCOCRD 7412669

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Emeryville, CA

Alameda

Location

Emeryville, CA

Headquartered in Emeryville, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
Alameda
Address
1900 Powell St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth