Trilogy Capital, Inc.
Trilogy Capital, Inc. (CRD# 281597) is a financial advisory firm headquartered in Irvine, CA. They manage $1,886,949,860 in 18,469 accounts and serve the financial needs of clients across 49 states (or territories).
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Total Assets Under Management1,887MILLION
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Total Number of Accounts18,469ACCOUNTS
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Average Account Value$102,168
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WY
June Adams (CRD# 2710593) is an Investment Advisor Representative working at Trilogy Capital, Inc. in Irvine, CA and has over 28 years of experience in the finance industry.
Edmundo Alvarado (CRD# 6467279) is an Investment Advisor Representative working at Trilogy Capital, Inc. in West Covina, CA and has over 7 years of experience in the finance industry.
Michael Bakhshi (CRD# 5807237) is an Investment Advisor Representative working at Trilogy Capital, Inc. in Torrance, CA and has over 13 years of experience in the finance industry.
Derrick Blanchette (CRD# 6392235) is an Investment Advisor Representative working at Trilogy Capital, Inc. in Corona, CA and has over 9 years of experience in the finance industry.
Howard Bolotin (CRD# 2451924) is an Investment Advisor Representative working at Trilogy Capital, Inc. in San Diego, CA and has over 30 years of experience in the finance industry.
Cary Boring (CRD# 4168907) is an Investment Advisor Representative working at Trilogy Capital, Inc. in Irvine, CA and has over 23 years of experience in the finance industry.
Michael Broker (CRD# 5460732) is an Investment Advisor Representative working at Trilogy Capital, Inc. in Denver, CO and has over 16 years of experience in the finance industry.
Nathan Brown (CRD# 5178490) is an Investment Advisor Representative working at Trilogy Capital, Inc. in Corona, CA and has over 17 years of experience in the finance industry.
Gonzalo De Leon Plata (CRD# 5960019) is an Investment Advisor Representative working at Trilogy Capital, Inc. in Scottsdale, AZ and has over 12 years of experience in the finance industry.
Gabriel Deluna (CRD# 5874399) is an Investment Advisor Representative working at Trilogy Capital, Inc. in West Covina, CA and has over 12 years of experience in the finance industry.