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    Trilogy Financial acquires two firms, $160 million in AUM

    The addition of E. F. Heagan & Associates and Mandichak Investment Retirement & Estate Planning brings more than 500 new clients.

    Trilogy Financial Services, a Huntington Beach, California-based hybrid managing $3 billion, has acquired E. F. Heagan & Associates of San Juan Capistrano, California, and Mandichak Investment Retirement & Estate Planning, of Laguna Niguel, California.

    Terms of the acquisitions were not disclosed.

    The two firms add $160 million in assets under management to Trilogy’s total and brings more than 500 new clients. Read More.

     

     

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