TRILOGY CAPITAL ACQUIRES $1 BILLION AVIATION-FOCUSED RIA
Trilogy Capital, the wealth management firm headquartered in Irvine, California, announced the acquisition of Westminster, Colorado-based Mountain Capital. Mountain Capital has over $1 billion in total client assets. The acquisition represents Trilogy’s largest deal of the year and its second Colorado location.
PELOTON CAPITAL MANAGEMENT INVESTS IN TRILOGY FINANCIAL SERVICES
Trilogy Financial Services (Trilogy), an Irvine, California-based national, full-service financial planning and wealth advisory firm, today announced a strategic investment by Peloton Capital Management (PCM), a Toronto, Canada-based private equity firm with a long-term investment philosophy.