Alexander
Reyes

Trilogy Capital, Inc

CRD#7756290
Investment Advisor
in Scottsdale, AZ

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About this Advisor

Alexander Reyes is a financial advisor based in Scottsdale, Arizona, working with Trilogy Capital, Inc. Alexander has previously held positions at The Principia Corporation, Camps Leelanau & Kohahna, Commerce Trust Company, Trilogy Financial Services, Adventure Unlimited Ranches Forestry, Amber Hotel Company, and The Principia Upper School. Alexander has passed the Series 65 regulatory exam and is registered to provide services in Arizona. Currently, Alexander is part of Trilogy Capital, Inc, which operates out of Scottsdale, Arizona. The firm has 13 offices and 75 employees. The firm manages assets totaling $1.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Trilogy Capital, Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

16427 N Scottsdale Rd Unit 360
Scottsdale, AZ 85254

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Trilogy Capital, Inc Brokerage Details

Total Assets Under Management

$1,886,949,860

AZ Average: $7,578,581,321
Total Number of Employees

75

AZ Average: 43
Total Number of Accounts

18,469

AZ Average: 3,727
Average Account Size

$102,168

AZ Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Alexander Reyes Work History

2023 - Present (1 year)

Trilogy Financial Services

2022 - 2022 (< 1 year)

Commerce Trust Company

2022 - 2023 (1 year)

The Principia Corporation

2021 - 2021 (< 1 year)

Camps Leelanau & Kohahna

2021 - 2022 (1 year)

The Principia Corporation

2020 - 2021 (1 year)

The Principia Corporation

2020 - 2020 (< 1 year)

Adventure Unlimited Ranches Forestry

2019 - 2020 (1 year)

The Principia Corporation

2019 - 2019 (< 1 year)

Amber Hotel Company

2017 - 2019 (2 years)

The Principia Corporation

2013 - 2017 (4 years)

The Principia Upper School

Disclosures

Please visit the SEC profile of Alexander Reyes to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Trilogy Capital, Inc

Xavier Lewis
Denver, CO
Eric Johnson
San Diego, CA
Joseph Roessler
Corona, CA
Clark King
San Diego, CA
Justin Tyrrell
West Covina, CA
Matthew Lyons
Irvine, CA
Jonathan Sabat
Corona, CA
Kathleen Donnelly
Corona, CA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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