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
Thurman Schisler (CRD# 5200829) is an Investment Advisor Representative working at Trilogy Capital, Inc. in Corona, CA and has over 17 years of experience in the finance industry.
Jeffrey Seuferling (CRD# 2934300) is an Investment Advisor Representative working at Trilogy Capital, Inc. in Corona, CA and has over 26 years of experience in the finance industry.
Mohammed Siddiqui (CRD# 6004854) is an Investment Advisor Representative working at Trilogy Capital, Inc. in Woburn, MA and has over 12 years of experience in the finance industry.
Joseph Sirgy (CRD# 4648650) is an Investment Advisor Representative working at Trilogy Capital, Inc. in West Covina, CA and has over 21 years of experience in the finance industry.
Caitlin Spain (CRD# 6853816) is an Investment Advisor Representative working at Trilogy Capital, Inc. in Denver, CO and has over 6 years of experience in the finance industry.
Douglas Stroot (CRD# 2516521) is an Investment Advisor Representative working at Trilogy Capital, Inc. in San Diego, CA and has over 29 years of experience in the finance industry.
Gary Sussman (CRD# 4513423) is an Investment Advisor Representative working at Trilogy Capital, Inc. in San Diego, CA and has over 22 years of experience in the finance industry.
Justin Tyrrell (CRD# 6175349) 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.
Janeane Vena (CRD# 6706024) is an Investment Advisor Representative working at Trilogy Capital, Inc. in Corona, CA and has over 6 years of experience in the finance industry.
Thomas Walden (CRD# 2466735) is an Investment Advisor Representative working at Trilogy Capital, Inc. in Huntington Beach, CA and has over 26 years of experience in the finance industry.