Alvaro Illan Fernandez

TRIGOFI

EMERYVILLE, CA 94608

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CRD#: 7412669

Professional summary

Alvaro Illan Fernandez, CFP® is a registered financial advisor currently at TRIGOFI located in Emeryville, California.

Alvaro is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Alvaro has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

As an external consultant, I provide FTI Consulting, Inc ("FTI"), a global business advisory firm located at 50 California St, Suite 1900, with non-investment-related advisory services. This relationship started on March 3rd, 2023, and I expect to provide approximately 20 hours per month, on average, of consulting services for FTI. TrigoFi LLC does not provide investment management services, yet my consulting services devoted to FTI during securities trading hours will be none. My duties relating to FTI's consulting relationship relate to financial fraud expert reports and supply change risk mitigation. My relationship with FTI does not create a material conflict of interest or affect in any way my advisory clients regarding services I perform for TrigoFi LLC.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alvaro Illan Fernandez's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2021

Experience

Current

September 20, 2021 - Present

TRIGOFI

Office #1: 1900 Powell Street, Emeryville, CA 94608

RIA

CRD#: 315922

EMERYVILLE, CA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(9/20/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

TRIGOFI

TRIGOFI | TRIGOFI, INC | TRIGOFI LLC

CRD#: 315922 / SEC#:

California

Registered Investment Advisory firm - (9/20/2021 Approved)

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Contact information

Main Address

1900 Powell Street, Emeryville, CA 94608

Mailing Address

1045 57th Street, Oakland, CA 94608

Phone number

(415) 322-9035

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	7
AUM (Assets Under Management)	$ 487,471

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Alvaro Illan Fernandez

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alvaro Illan Fernandez's CRS (Customer Relationship Summary).

Certified licenses

Experience

TRIGOFI

State Registrations and Notice Filings

Exams

Current Firm

TRIGOFI

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

TRIGOFI

TRUST BUT VERIFY

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