Sean Harrell of Trilogy Wealth Management is part of this year's WP Top 50 Advisors.
36 Sean Harrell
Trilogy Wealth Management
Quadrus Investment Services
Winnipeg
AUM GROWTH: $17,000,000
AUM PER CLIENT: $400,000
REVENUE PER CLIENT: $2,833
CLIENTS AT END OCT 2015: 300
RETENTION RATE: 100%
NEW CLIENT GAINED 12MTHS TO END OCT 2015: 15
Sean Harrell founded Trilogy Wealth Management in 2006 at the age of 30. He specializes in advising hard-working, dedicated people who have unique retirement, estate and investment planning needs. As of October 2015, Harrell had grown Trilogy’s AUM to $120 million, an average of $400,000 AUM per client.
Trilogy Wealth Management
Quadrus Investment Services
Winnipeg
AUM GROWTH: $17,000,000
AUM PER CLIENT: $400,000
REVENUE PER CLIENT: $2,833
CLIENTS AT END OCT 2015: 300
RETENTION RATE: 100%
NEW CLIENT GAINED 12MTHS TO END OCT 2015: 15
Sean Harrell founded Trilogy Wealth Management in 2006 at the age of 30. He specializes in advising hard-working, dedicated people who have unique retirement, estate and investment planning needs. As of October 2015, Harrell had grown Trilogy’s AUM to $120 million, an average of $400,000 AUM per client.
