Trilogy Capital, Inc.

Trilogy Capital, Inc. (CRD# 281597) is a financial advisory firm headquartered in Huntington Beach, CA. They manage $658,229,576 in 9,139 accounts and serve the financial needs of clients across 43 states (or territories).

By the Numbers
  • Total Assets Under Management
    658
    MILLION
  • Total Number of Accounts
    9,139
    ACCOUNTS
  • Average Account Value
    $72,024
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.

AK, AZ, CA, CO, CT, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI

Financial Advisors at Trilogy Capital, Inc.
Showing 1 - 10 of 44 top financial advisors.
1
Melissa A. Gallant
CRD#: 4953331
400 Trade Center, Suite 4850, Woburn, MA 01801
96
Wealthminder
score

Melissa Gallant (CRD# 4953331) is an Investment Advisor Representative working at Trilogy Capital, Inc. in Woburn, MA and has over 6 years of experience in the finance industry. Melissa Gallant has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Jeffrey R. Hackbarth
CRD#: 5481113
1000 Lakes Drive, Suite 325, West Covina, CA 91790
96
Wealthminder
score

Jeffrey Hackbarth (CRD# 5481113) is an Investment Advisor Representative working at Trilogy Capital, Inc. in West Covina, CA and has over 10 years of experience in the finance industry. Jeffrey Hackbarth has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Michael J. Broker
CRD#: 5460732
101 University Blvd, Suite 450, Denver, CO 80206
93
Wealthminder
score

Michael Broker (CRD# 5460732) is an Investment Advisor Representative working at Trilogy Capital, Inc. in Denver, CO and has over 10 years of experience in the finance industry.

4
Gregory R. Brown
CRD#: 6098080
17011 Beach Blvd., Suite 800, Huntington Beach, CA 92647
93
Wealthminder
score

Gregory Brown (CRD# 6098080) is an Investment Advisor Representative working at Trilogy Capital, Inc. in Huntington Beach, CA and has over 5 years of experience in the finance industry.

5
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 23 years of experience in the finance industry.

6
Todd A. Gurvis
CRD#: 2604487
6320 Canoga Ave. Suite 1500, Woodland Hills, CA 91367
93
Wealthminder
score

Todd Gurvis (CRD# 2604487) is an Investment Advisor Representative working at Trilogy Capital, Inc. in Woodland Hills, CA and has over 23 years of experience in the finance industry.

7
Perry J. Johnson
CRD#: 2514257
1000 Lakes Drive Ste 325, West Covina, CA 91790
93
Wealthminder
score

Perry Johnson (CRD# 2514257) is an Investment Advisor Representative working at Trilogy Capital, Inc. in West Covina, CA and has over 6 years of experience in the finance industry.

8
Gloria I. Lefler
CRD#: 2217275
12526 High Bluff Dr Ste 150, San Diego, CA 92130
93
Wealthminder
score

Gloria Lefler (CRD# 2217275) is an Investment Advisor Representative working at Trilogy Capital, Inc. in San Diego, CA and has over 24 years of experience in the finance industry.

9
Kathleen D. Muniz
CRD#: 2956939
1000 Lakes Dr., Ste 325, West Covina, CA 91790
93
Wealthminder
score

Kathleen Muniz (CRD# 2956939) is an Investment Advisor Representative working at Trilogy Capital, Inc. in West Covina, CA and has over 20 years of experience in the finance industry.

10
Kathryn A. Ronquillo
CRD#: 5990070
2601 Main Street, Suite 200, Irvine, CA 92614
93
Wealthminder
score

Kathryn Ronquillo (CRD# 5990070) is an Investment Advisor Representative working at Trilogy Capital, Inc. in Irvine, CA and has over 6 years of experience in the finance industry.

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