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).

Current Firm Details
2601 Main Street, Suite 100, Irvine, CA 92614
https://www.trilogyfs.com
By the Numbers
  • Total Assets Under Management
    1,887
    MILLION
  • Total Number of Accounts
    18,469
    ACCOUNTS
  • Average Account Value
    $102,168
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Trilogy Capital, Inc.
Showing 61 - 67 of 67 top financial advisors.
61
James Oury, financial advisor Denver CO
James G. Oury
CRD#: 6955202
101 University Blvd, Suite 450, Denver, CO 80206

James Oury (CRD# 6955202) is an Investment Advisor Representative working at Trilogy Capital, Inc. in Denver, CO and has over 3 years of experience in the finance industry.

62
Alicia Pilon, financial advisor Irvine CA
Alicia K. Pilon
CRD#: 7714505
2601 Main Street, Suite 100, Irvine, CA 92614

Alicia Pilon (CRD# 7714505) is an Investment Advisor Representative working at Trilogy Capital, Inc. in Irvine, CA and has 1 year of experience in the finance industry.

63
Alexander Reyes, financial advisor Irvine CA
Alexander F. Reyes
CRD#: 7756290
2601 Main Street, Suite 100, Irvine, CA 92614

Alexander Reyes (CRD# 7756290) is an Investment Advisor Representative working at Trilogy Capital, Inc. in Irvine, CA and has 1 year of experience in the finance industry.

64
Gabriela Salazar, financial advisor Irvine CA
Gabriela G. Salazar
CRD#: 7616107
2601 Main Street, Suite 100, Irvine, CA 92614

Gabriela Salazar (CRD# 7616107) is an Investment Advisor Representative working at Trilogy Capital, Inc. in Irvine, CA and has 1 year of experience in the finance industry.

65
Alfonso Valdez, financial advisor Torrance CA
Alfonso L. Valdez
CRD#: 4742483
19191 S. Vermont Avenue, Suite 650, Torrance, CA 90502

Alfonso Valdez (CRD# 4742483) is an Investment Advisor Representative working at Trilogy Capital, Inc. in Torrance, CA and has over 20 years of experience in the finance industry.

66
Benjamin Vazquez, financial advisor Irvine CA
Benjamin Vazquez
CRD#: 7084723
2601 Main Street, Suite 100, Irvine, CA 92614

Benjamin Vazquez (CRD# 7084723) is an Investment Advisor Representative working at Trilogy Capital, Inc. in Irvine, CA and has over 4 years of experience in the finance industry.

67
Collin Wolf, financial advisor Torrance CA
Collin Wolf
CRD#: 7560516
19191 S. Vermont Ave., Suite 400, Torrance, CA 90502

Collin Wolf (CRD# 7560516) is an Investment Advisor Representative working at Trilogy Capital, Inc. in Torrance, CA and has 1 year of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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