Trilogy Financial Services Revenue, Growth & Competitor Profile

Company Profile & Annual Report for Trilogy Financial Services

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Trilogy Financial Services Fast Facts

Revenue	$100 - $500 million    See Exact Annual Revenue
Employees	100 - 500Exact Company Size
Primary Industry	52311 Investment Banking & Securities Dealing
Additional NAICS Codes	52393 Financial Planning & Investment Advice
Address	2601 Main Street, Suite 100 Irvine, CA 92614

Note: Revenues for privately held companies are statistical evaluations.


Trilogy Financial Services's Annual Report & Profile shows critical firmographic facts:

• What is the company's size? (Annual sales and employees)
  • Trilogy Financial Services's annual revenues are $100 - $500 million (see exact revenue data)
• What industry is the company in?
  • Trilogy Financial Services is classified as operating in the Investment Banking & Securities Dealing industry, NAICS Code 52311.

Trilogy Financial Services Annual Revenue and Growth Rate

Trilogy Financial Services	Revenue Est. ($ Million)	Growth Rate (%)	# Employees
2025	$100 - $500 million Details in Premium Report
2024
2023
2021
2020
2019

1-Year Growth Rate: 3-Year Growth Rate (CAGR):

Note: Trilogy Financial Services's revenues are gauged from an analysis of company filings.

Trilogy Financial Services's Income Statement (based on Industry Averages)

Trilogy Financial Services P&L	$ Millions
Revenue (Sales)
Cost of Goods Sold
Gross Profit
Operating Expenses
Advertising
Salaries and wages
Other Operating Expenses
Total Operating Expenses
Operating Income
EBITDA
EBIT (Earnings Before Interest and Taxes)
Net Profit

Trademark Applications

Trademark applications show the products and services that Trilogy Financial Services is developing and marketing. Trilogy Financial Services doesn't have any recent trademark applications, indicating Trilogy Financial Services is focusing on its existing business rather than expanding into new products and markets. Trademarks may include brand names, product names, logos and slogans.

Trademark	Date
TF Financial services, namely, financial planning, investment advisory services, wealth management and trading of and investments in securities, financial instruments and products for others, including fixed insurance products	11/25/2015
WHEREVER YOUR STORY TAKES YOU Financial services, namely, financial planning, investment advisory services, wealth management and trading of and investments in securities, financial instruments and products for others, including fixed insurance products	11/25/2015
TRILOGY FINANCIAL Financial services, namely, financial planning, investment advisory services, wealth management and trading of and investments in securities, financial instruments and products for others, including fixed insurance products	11/24/2015

See all trademarks and details in the Full Report.

Market Share of Trilogy Financial Services's Largest Competitors

A competitive analysis shows these companies are in the same general field as Trilogy Financial Services, even though they may not compete head-to-head. These are the largest companies by revenue. However, they may not have the largest market share in this industry if they have diversified into other business lines. The "Competition" section of a business plan or investment memorandum would start by analyzing the information about these companies. Competitive advantage comes from offering better pricing or superior products/service.

Company	Headquarters	Revenue ($ MM)
GOLDMAN SACHS ASSET MANAGEMENT	New York, NY	100
RAYMOND JAMES INVESTMENT MANAGEMENT	St Petersburg, FL	39
MERRILL LYNCH	New York, NY	19
SAFE HARBOR PUBLICATIONS	Southampton, NY	17
STIFEL FINANCIAL	St Louis, MO	16
CREDIT SUISSE ASSET MANAGEMENT	New York, NY	12
RBC CAPITAL MARKETS	New York, NY	8
BNP PARIBAS ASSET MANAGEMENT USA	New York, NY	7
MACQUARIE HOLDINGS USA	New York, NY	7

Nearby Competitors

These companies are similar in business line and location to Trilogy Financial Services. While some companies compete with neighboring businesses for customers, other companies may compete to attract skilled employees.

Company	Headquarters	Revenue ($ MM)
ROTH CAPITAL PARTNERS	Newport Beach, CA	100
TRILOGY FINANCIAL SERVICES	Irvine, CA	98
CANTERBURY PRIVATE INCOME FUND I	Newport Beach, CA	52
INDEX FUND ADVISORS	Irvine, CA	48
MISCHLER FINANCIAL GROUP	Corona Del Mar, CA	45
STRATCAP	Newport Beach, CA	41

Future Competition: Trilogy Financial Services's Fastest Growing Competitors

These companies are in the same general field as Trilogy Financial Services and are rapidly expanding. Companies may grow organically or through acquisition. In some cases apparently high growth rates may be caused by data that weren't available in previous years.

Company	Revenue ($ MM)