Alexander
Reyes
Trilogy Capital, Inc
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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
Services Offered
Fee Structure
Office Location
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Trilogy Capital, Inc Brokerage Details
$1,886,949,860
75
18,469
$102,168
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
Trilogy Financial Services
Commerce Trust Company
The Principia Corporation
Camps Leelanau & Kohahna
The Principia Corporation
The Principia Corporation
Adventure Unlimited Ranches Forestry
The Principia Corporation
Amber Hotel Company
The Principia Corporation
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
Denver, CO
San Diego, CA
Corona, CA
Irvine, CA
San Diego, CA
Corona, CA
Scottsdale, AZ
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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