Overview
Assets Under Management: $2.0 billion
Headquarters: SCOTTSDALE, AZ
High-Net-Worth Clients: 38
Average Client Assets: $40 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Companies, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 38
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 76.65
Average High-Net-Worth Client Assets: $40 million
Total Client Accounts: 15,595
Discretionary Accounts: 15,334
Non-Discretionary Accounts: 261
Regulatory Filings
CRD Number: 158847
Filing ID: 2010998
Last Filing Date: 2025-08-21 11:33:00
Website: https://trajanwealth.com