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Building 2CALABASAS ADVISORY GROUP, LLC

Map pinWESTLAKE VILLAGE, CA
Phone818-351-5124
NotebookSEC #801-110430
Total AUM
$249.5M
Employees
2
Clients
488

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
32107 LINDERO CANYON RD.
SUITE 133
WESTLAKE VILLAGE
CA 91361
United States
Operating Hours
8AM - 5:30PM
Monday - Friday
Phone
818-351-5124

ReceiptFinancials

Total AUM
$249.5M
Accounts
1,104
Discretionary
$249.5M
Accounts
1,104
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
334
AUM
$172.2M
HNW Individual Clients
154
AUM
$77.4M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CATX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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