Trigofi
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$395,229
Clients
4
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
4
Very LowAverage account size
$98,807
About
The firm provides integrated wealth management to individual clients, combining investment management and financial planning as a single service offering rather than as standalone planning. Services are delivered via a mobile app, virtual and in-person meetings, and continuous portfolio supervision for a very small client base (four clients) with approximately $395,229 in discretionary assets under management.
Investment approach emphasizes strategic asset allocation and passive, index-based portfolios informed by academic research; bespoke Investment Policies are created for each client and portfolios are typically constructed with low-cost ETFs and long-term, low-turnover positioning. Financial planning is embedded in the wealth management engagement, and the firm relies on client-provided information and optional external account connectivity to tailor recommendations.
Noteworthy aspects include the firm’s very small scale—a solo principal with no additional staff managing a handful of relationships—which stands out given its reported AUM and client count. The firm also uses technology and third-party platforms for onboarding, reporting, and fee processing, and the principal maintains an external consulting engagement of roughly 20 hours per month outside the advisory business.
Client services
Financial planning
Portfolio management
Expertise
Passive / index investing
Cash flow / budgeting
General retirement planning
College savings (529s, UTMA, etc.)
Debt management
Fee options
Below $500,000 - $500,000: Minimum Annual Fee of $5,000 (billed $416.67/month) $500,001 - $3,000,000: 1.00% $3,000,001 - $5,000,000: 0.75% $5,000,001 - $10,000,000: 0.50% $10,000,001+: 0.25%
Minimum fee: $5,000 Minimum Annual Fee for clients with assets under $500,000 Fee-only: $5,000 Minimum Annual Fee for clients with less than $500,000 AUM
Main office location
Trigofi
1900 Powell Street
Emeryville CA 94608, United States
Number of offices
2
Most active in
Trigofi has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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