Caitlin Cherie Spain

Trilogy Capital, INC.

7 Years of Experience

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Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningHigh Net Worth

Trilogy Capital, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

70 advisors

Number of Clients

8,537 clients

Average Client Portfolio

$308K average

Assets Under Management

$2.6B

Fee Structure

Minimum Investment:$5.5K

Location

101 University BLVD. #450, Denver, CO, 80206

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business Activities

Caitlin is a licensed masseuse and esthetician since 2017, and a Zumba instructor since 2022, dedicating minimal time to each activity. Neither activity is investment-related.

Employment History

Current Registrations

Trilogy Capital, INC.

March 2018 - Present · 7 yrs 11 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.