7702 E. Doubletree Ranch Road
Suite 100
Scottsdale, Arizona 85258
Tel: 480-990-3300
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.
SEC Current Status | Approved |
---|---|
Firm CRD# | 158847 |
SEC# | 801-100392 |
Assets Managed by Firm | $1,053,148,208 |
No. of Clients | 12343 |
No. of Advisors | 86 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 12343 | $1,053,148,208 |
Individuals (other than high net worth individuals) | 5316 | $752,726,758 |
High net worth individuals | 175 | $275,485,381 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$53,243,468,890 | 65 | 135 | |
$31,053,928,632 | 21 | 150 | |
$19,885,317,307 | 148 | 123 | |
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER 7333 East Doubletree Ranch Rd Suite 120 Scottsdale, AZ, 85258 | $6,085,656,351 | 50361 | 567 |
$5,606,257,800 | 19 | 96 |
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