Triloma Energy Advisors LLC

Triloma Energy Advisors LLC (CRD# 175326) is a financial advisory firm headquartered in Winter Park, FL. They manage $10,652,144 in 2 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    11
    MILLION
  • Total Number of Accounts
    2
    ACCOUNTS
  • Average Account Value
    $5,326,072
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development companies")
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL

Financial Advisors at Triloma Energy Advisors LLC
Showing 1 - 4 of 4 top financial advisors.
1
Joelle M. Best
CRD#: 5437805
201 North New York Avenue, Suite 200, Winter Park, FL 32789
93
Wealthminder
score

Joelle Best (CRD# 5437805) is an Investment Advisor Representative working at Triloma Energy Advisors LLC in Winter Park, FL and has over 10 years of experience in the finance industry.

2
Hope L. Newsome
CRD#: 3267142
201 North New York Avenue, Suite 200, Winter Park, FL 32789
93
Wealthminder
score

Hope Newsome (CRD# 3267142) is an Investment Advisor Representative working at Triloma Energy Advisors LLC in Winter Park, FL and has over 18 years of experience in the finance industry.

3
Sara P. Searle
CRD#: 6380470
201 North New York Avenue, Suite 250, Winter Park, FL 32789
90
Wealthminder
score

Sara Searle (CRD# 6380470) is an Investment Advisor Representative working at Triloma Energy Advisors LLC in Winter Park, FL and has over 3 years of experience in the finance industry.

4
Casey L. Caldwell
CRD#: 6267535
201 North New York Avenue, Suite 200, Winter Park, FL 32789
88
Wealthminder
score

Casey Caldwell (CRD# 6267535) is an Investment Advisor Representative working at Triloma Energy Advisors LLC in Winter Park, FL and has 1 year of experience in the finance industry.

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