Caitlin
Spain

Trilogy Capital, Inc

CRD#6853816
Investment Advisor
in Denver, CO

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About this Advisor

Caitlin Spain is a financial advisor based in Denver, Colorado, working with Trilogy Capital, Inc. Caitlin has previously held positions at Trilogy Capital Inc, Trilogy Financial Services, Planet Laboratories, Simplicity Laser, School Of Rock, and Lpl Financial Services. Caitlin has passed the Series 65 regulatory exam and is registered to provide services in Colorado. Currently, Caitlin is part of Trilogy Capital, Inc, which operates out of Denver, Colorado. The firm has 13 offices and 75 employees. The firm manages assets totaling $1.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Trilogy Capital, Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

101 University Blvd. #450
Denver, CO 80206

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Trilogy Capital, Inc Brokerage Details

Total Assets Under Management

$1,886,949,860

CO Average: $7,578,581,321
Total Number of Employees

75

CO Average: 43
Total Number of Accounts

18,469

CO Average: 3,727
Average Account Size

$102,168

CO Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Caitlin Spain Work History

2017 - Present (8 years)

Trilogy Capital Inc

2017 - Present (8 years)

Trilogy Financial Services

2017 - Present (8 years)

Lpl Financial Services

2016 - 2017 (1 year)

Planet Laboratories

2016 - 2016 (< 1 year)

Simplicity Laser

2014 - 2016 (2 years)

Planet Laboratories

2012 - 2015 (3 years)

School Of Rock

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Disclosures

Please visit the SEC profile of Caitlin Spain to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Trilogy Capital, Inc

Joseph Roessler
Corona, CA
Xavier Lewis
Denver, CO
Eric Johnson
San Diego, CA
Alexander Reyes
Scottsdale, AZ
Matthew Lyons
Irvine, CA
Jonathan Sabat
Corona, CA
Clark King
San Diego, CA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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