Trigofi
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Non-Exchange Traded Equities51%
- Exchange Traded Equities44%
- Cash & Cash Equivalents5%
Owners & executives
1 of 1
Alvaro Illan Fernandez
CEO & CCOCRD 7412669
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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