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Alicia K Pilon

Trilogy Capital, Inc.

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About Alicia K Pilon

Alicia Pilon is a registered Investment Advisor Representative (IAR) with Trilogy Capital, Inc.. Alicia is registered in California. Alicia is a Series 65 license holder. Prior to working with Trilogy Capital, Inc. Alicia was employed by Dartmouth College in Hanover, NH and by the California Institute of Technology in Pasadena, CA. Trilogy Capital, Inc. is headquartered in Irvine, CA and has branch offices in West Covina, CA. Trilogy Capital, Inc. has a total of 18,469 accounts under management and manages over $1.8 billion in assets. Trilogy Capital, Inc. serves individuals, high-net-worth individuals, charitable organizations, pension and profit sharing plans, and corporations or other businesses. The firm provides financial planning, pension consulting, portfolio management for individuals, and selection of other advisors.

Firm Information

Alicia Pilon is currently registered with Trilogy Capital, Inc.. Trilogy Capital, Inc. is an investment advisor registered with the SEC and located in Irvine, CA. They manage approximately $1.89 billion in assets for a variety of clients, including individuals, corporations, charitable organizations, and pension and profit-sharing plans. They offer a range of services, including financial planning, portfolio management, and selection of other advisors. Trilogy Capital, Inc. also participates in wrap fee programs.
Trilogy Capital, Inc.

2601 MAIN STREET

IRVINE, CA 92614

$1.89B

Assets Under Management

35

Total Clients

68

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Alicia Pilon’s Registration & Firm History

CA

05/18/2023 - Present

Trilogy Capital, Inc. (IRVINE CA)

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Licenses & Designations

IA

Issued 05/18/2023

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Alicia K Pilon.
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