Overview
Assets Under Management: $474 million
Headquarters: CALABASAS, CA
High-Net-Worth Clients: 105
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 105
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 76.61
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,422
Discretionary Accounts: 1,253
Non-Discretionary Accounts: 169
Regulatory Filings
CRD Number: 308457
Last Filing Date: 2025-02-25 00:00:00
Website: https://triagenwealth.com