Trilogy Capital, Inc.

Trilogy Capital, Inc. (CRD# 281597) is a financial advisory firm headquartered in Huntington Beach, CA. They manage $102,640,661 in 1,151 accounts and serve the financial needs of clients across 12 states (or territories).

By the Numbers
  • Total Assets Under Management
    103
    MILLION
  • Total Number of Accounts
    1,151
    ACCOUNTS
  • Average Account Value
    $89,175
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, GA, MA, NH, NV, NY, TN, TX, WA

Financial Advisors at Trilogy Capital, Inc.
Showing 1 - 7 of 7 top financial advisors.
1
Ahmed I. Ghulamali
CRD#: 2573093
2601 Main Street, Suite 200, Irvine, CA 92614
93
Wealthminder
score

Ahmed Ghulamali (CRD# 2573093) is an Investment Advisor Representative working at Trilogy Capital, Inc. in Irvine, CA and has over 21 years of experience in the finance industry.

2
Janet E. Kiel
CRD#: 1378136
980 Montecito Dr. Suite 108, Corona, CA 92879
90
Wealthminder
score

Janet Kiel (CRD# 1378136) is an Investment Advisor Representative working at Trilogy Capital, Inc. in Corona, CA and has over 6 years of experience in the finance industry.

3
Matthew C. Phillips
CRD#: 6417847
980 Montecito Dr. Suite 108, Corona, CA 92879
90
Wealthminder
score

Matthew Phillips (CRD# 6417847) is an Investment Advisor Representative working at Trilogy Capital, Inc. in Corona, CA and has 1 year of experience in the finance industry.

4
Tyler A. Scott
CRD#: 5870569
101 University Ste 450, Denver, CO 80206
90
Wealthminder
score

Tyler Scott (CRD# 5870569) is an Investment Advisor Representative working at Trilogy Capital, Inc. in Denver, CO and has over 4 years of experience in the finance industry.

5
Derrick L. Blanchette
CRD#: 6392235
980 Montecito Dr Ste 108, Corona, CA 92879
88
Wealthminder
score

Derrick Blanchette (CRD# 6392235) is an Investment Advisor Representative working at Trilogy Capital, Inc. in Corona, CA and has 1 year of experience in the finance industry.

6
Marisa R. Sandoval
CRD#: 6388399
101 University Blvd Ste 450, Denver, CO 80206
87
Wealthminder
score

Marisa Sandoval (CRD# 6388399) is an Investment Advisor Representative working at Trilogy Capital, Inc. in Denver, CO and has 1 year of experience in the finance industry.

7
Eric E. Johnson
CRD#: 6308744
1000 Lakes Dr. Suite 325, West Covina, CA 91790
69
Wealthminder
score

Eric Johnson (CRD# 6308744) is an Investment Advisor Representative working at Trilogy Capital, Inc. in West Covina, CA and has over 2 years of experience in the finance industry.

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