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
Richard Higbee (CRD# 4935043) is an Investment Advisor Representative working at Trilogy Capital, Inc. in Corona, CA and has over 18 years of experience in the finance industry.
David Huisinga (CRD# 4499347) is an Investment Advisor Representative working at Trilogy Capital, Inc. in Huntington Beach, CA and has over 22 years of experience in the finance industry.
Eric Johnson (CRD# 6308744) is an Investment Advisor Representative working at Trilogy Capital, Inc. in San Diego, CA and has over 10 years of experience in the finance industry.
Perry Johnson (CRD# 2514257) is an Investment Advisor Representative working at Trilogy Capital, Inc. in West Covina, CA and has over 12 years of experience in the finance industry.
Xavier Lewis (CRD# 6581492) is an Investment Advisor Representative working at Trilogy Capital, Inc. in Denver, CO and has over 7 years of experience in the finance industry.
Claudia Lin (CRD# 6855097) is an Investment Advisor Representative working at Trilogy Capital, Inc. in West Covina, CA and has over 5 years of experience in the finance industry.
Michael Loo (CRD# 2935844) is an Investment Advisor Representative working at Trilogy Capital, Inc. in Irvine, CA and has over 21 years of experience in the finance industry.
Christopher Molony (CRD# 5577029) is an Investment Advisor Representative working at Trilogy Capital, Inc. in Torrance, CA and has over 15 years of experience in the finance industry.
Paul Moore (CRD# 6634173) is an Investment Advisor Representative working at Trilogy Capital, Inc. in Denver, CO and has over 6 years of experience in the finance industry.
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.