Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > california > calabasas > TRIAGEN WEALTH MANAGEMENT LLC
TRIAGEN WEALTH MANAGEMENT LLC
23801 Calabasas Road
Suite 1010
Calabasas, California 91302
Tel: 818-732-8553
About TRIAGEN WEALTH MANAGEMENT LLC
TRIAGEN WEALTH MANAGEMENT LLC, formally registered with the SEC as TRIAGEN WEALTH MANAGEMENT LLC. The firm was established in 05/08/2020. They have over 1 offices throughout the country.
TRIAGEN WEALTH MANAGEMENT LLC is a Calabasas, California based Financial Planning firm with nearly $473,557,825 assets under management, offering retirement planning & investment advisory services to 1422 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 308457 |
| SEC# | 801-118681 |
| Assets Managed by Firm | $473,557,825 |
| No. of Clients | 1422 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Other (ASSET ALLOCATION SERVICES, ADVISORY CONSULTING)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1422 | $473,557,825 |
| Individuals (other than high net worth individuals) | 229 | $97,785,307 |
| High net worth individuals | 105 | $362,771,997 |
| Pension and profit sharing plans | 4 | $13,000,521 |
More Retirement Planning firms in Calabasas, California:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $3,315,358,763,219 | 22262 | 1384 | |
| $3,047,294,350,591 | 522 | 700 | |
| $2,615,929,249,500 | 2811 | 3194 | |
| $1,098,805,397,188 | 304509 | 857 | |
| $467,015,634,913 | 18979 | 408 |
Explore More Retirement Advisors in Calabasas, California