Overview
Assets Under Management: $250 million
Headquarters: WESTLAKE VILLAGE, CA
High-Net-Worth Clients: 154
Average Client Assets: $0.5 million
Frequently Asked Questions
CALABASAS ADVISORY GROUP, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #288224), CALABASAS ADVISORY GROUP, LLC is subject to fiduciary duty under federal law.
CALABASAS ADVISORY GROUP, LLC is headquartered in WESTLAKE VILLAGE, CA.
CALABASAS ADVISORY GROUP, LLC serves 154 high-net-worth clients according to their SEC filing dated February 10, 2026. View client details ↓
According to their SEC Form ADV, CALABASAS ADVISORY GROUP, LLC offers financial planning and portfolio management for individuals. View all service details ↓
CALABASAS ADVISORY GROUP, LLC manages $250 million in client assets according to their SEC filing dated February 10, 2026.
According to their SEC Form ADV, CALABASAS ADVISORY GROUP, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 154
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 31.00%
Average Client Assets: $0.5 million
Total Client Accounts: 1,104
Discretionary Accounts: 1,104
Regulatory Filings
CRD Number: 288224
Filing ID: 2045834
Last Filing Date: 2026-02-10 12:42:51