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
James Young (CRD# 4355599) is an Investment Advisor Representative working at Trilogy Capital, Inc. in Irvine, CA and has over 23 years of experience in the finance industry.
Diane Zing (CRD# 5294493) is an Investment Advisor Representative working at Trilogy Capital, Inc. in Denver, CO and has over 17 years of experience in the finance industry.
Carolina Carranza Hernandez (CRD# 7279609) is an Investment Advisor Representative working at Trilogy Capital, Inc. in Scottsdale, AZ and has over 3 years of experience in the finance industry.
Kimberly Hartsock (CRD# 7223571) is an Investment Advisor Representative working at Trilogy Capital, Inc. in Irvine, CA and has over 3 years of experience in the finance industry.
Sylvia James (CRD# 7149694) is an Investment Advisor Representative working at Trilogy Capital, Inc. in Irvine, CA and has over 4 years of experience in the finance industry.
Clark King (CRD# 7839628) is an Investment Advisor Representative working at Trilogy Capital, Inc. in San Diego, CA and has 1 year of experience in the finance industry.
Matthew Lyons (CRD# 7603064) is an Investment Advisor Representative working at Trilogy Capital, Inc. in San Diego, CA and has 1 year of experience in the finance industry.
Jason Mackintosh (CRD# 7465414) is an Investment Advisor Representative working at Trilogy Capital, Inc. in Torrance, CA and has 1 year of experience in the finance industry.
Tanner Motske (CRD# 7540276) is an Investment Advisor Representative working at Trilogy Capital, Inc. in Huntington Beach, CA and has 1 year of experience in the finance industry.
Rafael Murguia Ramirez (CRD# 7052834) is an Investment Advisor Representative working at Trilogy Capital, Inc. in Irvine, CA and has over 4 years of experience in the finance industry.