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
Hallie Dena (CRD# 6643587) is an Investment Advisor Representative working at Trilogy Capital, Inc. in Huntington Beach, CA and has over 6 years of experience in the finance industry.
Casey Dettorre (CRD# 5311424) is an Investment Advisor Representative working at Trilogy Capital, Inc. in Corona, CA and has over 16 years of experience in the finance industry.
Kathleen Donnelly (CRD# 6746173) is an Investment Advisor Representative working at Trilogy Capital, Inc. in Corona, CA and has over 6 years of experience in the finance industry.
Windus Fernandez Brinkkord (CRD# 4648629) is an Investment Advisor Representative working at Trilogy Capital, Inc. in San Diego, CA and has over 20 years of experience in the finance industry.
Michael Fibiger (CRD# 6181967) is an Investment Advisor Representative working at Trilogy Capital, Inc. in Denver, CO and has over 10 years of experience in the finance industry.
Joseph Fischman (CRD# 2702694) is an Investment Advisor Representative working at Trilogy Capital, Inc. in Irvine, CA and has over 28 years of experience in the finance industry.
Julie Foong (CRD# 5710582) is an Investment Advisor Representative working at Trilogy Capital, Inc. in West Covina, CA and has over 14 years of experience in the finance industry.
Ahmed Ghulamali (CRD# 2573093) is an Investment Advisor Representative working at Trilogy Capital, Inc. in Irvine, CA and has over 29 years of experience in the finance industry.
Sally Goya (CRD# 5433562) is an Investment Advisor Representative working at Trilogy Capital, Inc. in Irvine, CA and has over 16 years of experience in the finance industry.
Todd Gurvis (CRD# 2604487) is an Investment Advisor Representative working at Trilogy Capital, Inc. in Irvine, CA and has over 29 years of experience in the finance industry.