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CALABASAS ADVISORY GROUP, LLC
32107 Lindero Canyon Rd.
Suite 133
Westlake Village, California 91361
Tel: 818-351-5124
About CALABASAS ADVISORY GROUP, LLC
CALABASAS ADVISORY GROUP, LLC, formally registered with the SEC as CALABASAS ADVISORY GROUP, LLC. The firm was established in 05/01/2017. They have over 1 offices throughout the country.
CALABASAS ADVISORY GROUP, LLC is a Westlake Village, California based Financial Planning firm with nearly $240,549,000 assets under management, offering retirement planning & investment advisory services to 1215 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 288224 |
| SEC# | 801-110430 |
| Assets Managed by Firm | $240,549,000 |
| No. of Clients | 1215 |
| No. of Advisors | 2 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1215 | $240,549,000 |
| Individuals (other than high net worth individuals) | 356 | $168,384,000 |
| High net worth individuals | 141 | $72,165,000 |
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