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Gabriel Deluna

Trilogy Capital, INC.
15 Years of Experience
West Covina, CA
View SEC Summary
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Gabriel Deluna is a registered investment advisor at Trilogy Capital, INC., based in West Covina, CA, with 15 years of industry experience. Gabriel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Corporate Executives, Education Planning, and 8 more. Their firm serves 8,388 clients with $3.2B in assets under management.

Trilogy Capital, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
73 advisors
Number of Clients
8,388 clients
Average Client Portfolio
$383K average
Assets Under Management
$3.2B

Fee Structure

Minimum Investment:$5.5K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Maximum investment advisory fee is 2.00%. Fees vary by account size, complexity, and account activity, and may be negotiated. Related client households can link accounts for fee breakpoint calculations.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1000 Lakes Drive, Ste 325, West Covina, CA, 91790

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Gabriel operates his LPL business under the DBA Trilogy Financial Services Inc. and provides investment advisory services through Trilogy Capital, Inc. He also dedicates minimal time to a finance committee for Inland Valley Hope Partners and is the president of a LE Tip chapter.

Employment History
Current Registrations
Trilogy Capital, INC.
January 2016 - Present · 10 yrs 9 mos
Previous Registrations
LPL Financial LLCBroker
November 2017 - October 2021 · 3 yrs 11 mos
LPL Financial LLC
November 2017 - April 2018 · 5 mos
National Planning Corporation ("npc of America" in Fl & Ny)
August 2012 - November 2017 · 5 yrs 3 mos
National Planning CorporationBroker
May 2011 - November 2017 · 6 yrs 6 mos
State Farm Vp Management CORP.Broker
January 2011 - March 2011 · 2 mos
State Registrations1 state
CA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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