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Home > Retirement Planners > arizona > scottsdale > TRAJAN WEALTH, L.L.C.
TRAJAN WEALTH, L.L.C.
18700 North Hayden Road
Suite 470
Scottsdale, Arizona 85255
Tel: 480-990-3300
About TRAJAN WEALTH, L.L.C.
TRAJAN WEALTH, LLC, formally registered with the SEC as TRAJAN WEALTH, LLC. The firm was established in 06/29/2015. They have over 38 offices throughout the country.
TRAJAN WEALTH, L.L.C. is a Scottsdale, Arizona based Financial Planning firm with nearly $1,969,683,196 assets under management, offering retirement planning & investment advisory services to 15595 clients. The firm is staffed with 125 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 158847 |
| SEC# | 801-100392 |
| Assets Managed by Firm | $1,969,683,196 |
| No. of Clients | 15595 |
| No. of Advisors | 125 |
Fee Structure
- A percentage of AUM
- Performance Based
- Other (1031 ADVISORY FEES)
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Selection for other advisors
- Publication of periodicals and newsletters
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 15595 | $1,969,683,196 |
| Individuals (other than high net worth individuals) | 8683 | $1,509,726,222 |
| High net worth individuals | 271 | $430,624,629 |
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