Michael
Bakhshi

Trilogy Capital, Inc

CRD#5807237
Investment Advisor
in Torrance, CA

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About this Advisor

Michael Bakhshi is a financial advisor working in Torrance, California, who has been in the industry for 10 years. Bakhshi is an advisor for Trilogy Capital, Inc. Over the course of their career, they have held roles at Precision Wealth Financial & Insurance Services, National Planning Corporation, Trilogy Capital, Inc, Lpl Financial LLC and Trilogy Financial Services. Bakhshi has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to serve investors in California and Texas. Trilogy Capital, Inc is an advisory firm headquartered in Torrance, California. The firm has offices in nine locations and a total of 104 people on staff. It oversees $877 million in total assets among its 13,407 customer accounts, making it one of the larger firms in the nation by assets under management. Of its 13,407 customer accounts, just 1% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. Trilogy Capital, Inc has a broad assortment of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial management fee schedules largely are based on which services are provided. However, fees billed by Trilogy Capital, Inc can be comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

11 years

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

Disclosures

No

Office Location

19191 S. Vermont Ave, Suite 400
Torrance, CA 90502

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Trilogy Capital, Inc Brokerage Details

Total Assets Under Management

$877,118,319

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

104

CA Average: 43
Total Number of Accounts

13,407

CA Average: 3,727
Average Account Size

$65,422

CA Average: $2,033,427

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Investment Advisory Services

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

Michael Bakhshi Work History

Michael has 11 years of experience.

2017 - Present (3 years)

Lpl Financial LLC

2015 - Present (5 years)

Trilogy Capital, Inc

2010 - Present (10 years)

Trilogy Financial Services

2010 - 2017 (7 years)

National Planning Corporation

2009 - 2010 (1 year)

Precision Wealth Financial & Insurance Services

Disclosures

Michael Bakhshi has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Trilogy Capital, Inc

Enri Santee
Huntington Beach, CA
Stephen Hartel
Denver, CO
Gonzalo De Leon Plata
Scottsdale, AZ
Mark Nicolet
Denver, CO
Derrick Blanchette
Corona, CA
Melissa Gallant
Woburn, MA
Julie Foong
West Covina, CA
Michael Bakhshi
Torrance, CA

This content was compiled from the SEC and FINRA.

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