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
Jeffrey Motske (CRD# 1881444) is an Investment Advisor Representative working at Trilogy Capital, Inc. in Irvine, CA and has over 25 years of experience in the finance industry.
Kathleen Muniz (CRD# 2956939) is an Investment Advisor Representative working at Trilogy Capital, Inc. in West Covina, CA and has over 26 years of experience in the finance industry.
Scott Naiman (CRD# 5533953) is an Investment Advisor Representative working at Trilogy Capital, Inc. in Corona, CA and has over 15 years of experience in the finance industry.
Mark Nicolet (CRD# 6228295) is an Investment Advisor Representative working at Trilogy Capital, Inc. in Denver, CO and has over 10 years of experience in the finance industry.
Robert Ochoa (CRD# 4454820) is an Investment Advisor Representative working at Trilogy Capital, Inc. in West Covina, CA and has over 22 years of experience in the finance industry.
Eric Perkins (CRD# 2338014) is an Investment Advisor Representative working at Trilogy Capital, Inc. in Irvine, CA and has over 30 years of experience in the finance industry.
Tony Raygoza (CRD# 5871157) is an Investment Advisor Representative working at Trilogy Capital, Inc. in West Covina, CA and has over 13 years of experience in the finance industry.
Joseph Roessler (CRD# 6933552) is an Investment Advisor Representative working at Trilogy Capital, Inc. in Corona, CA and has over 5 years of experience in the finance industry.
Jonathan Sabat (CRD# 6865571) is an Investment Advisor Representative working at Trilogy Capital, Inc. in Corona, CA and has over 6 years of experience in the finance industry.
Dale Sarpard (CRD# 6662435) is an Investment Advisor Representative working at Trilogy Capital, Inc. in Woburn, MA and has over 6 years of experience in the finance industry.