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Director of Compliance Operations · Trilogy Capital, Inc.

Allison B. White

CRD 6043000 · Named on Form ADV at one SEC-registered adviser

At a glance

Trilogy Capital, Inc., an SEC-registered wealth manager based in Irvine, CA with $3.2 billion in regulatory assets, lists Allison B. White on its Form ADV as Director of Compliance Operations.

Firms and roles

  • Trilogy Capital, Inc.Director of Compliance OperationsWealth manager · Irvine, CA · $3.2B in regulatory assets

AtlasMembers

Allison’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Allison’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.