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TRAJAN WEALTH, L.L.C.

7702 E. Doubletree Ranch Road
Suite 100
Scottsdale, Arizona 85258
Tel: 480-990-3300

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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 29 offices throughout the country.

TRAJAN WEALTH, L.L.C. is a Scottsdale, Arizona based Financial Planning firm with nearly $1,053,148,208 assets under management, offering retirement planning & investment advisory services to 12343 clients. The firm is staffed with 86 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#158847
SEC#801-100392
Assets Managed by Firm$1,053,148,208
No. of Clients12343
No. of Advisors86

Fee Structure

  • A Percentage of AUM
  • Performance Based
  • Other(1031 ADVISORY FEES)

Advisory Services Provided

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Investment
  • Selection of Other Advisors
  • Educational Seminars/ Workshops

Firm Client Information

No. of ClientsAUM
Firm Total12343$1,053,148,208
Individuals (other than high net worth individuals)5316$752,726,758
High net worth individuals175$275,485,381

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