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TRAJAN WEALTH, L.L.C.

Tel: 480-990-3300
18700 North Hayden Road
Suite 470
Scottsdale, Arizona  85255

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TRAJAN WEALTH, L.L.C.

TRAJAN WEALTH, L.L.C. is a Scottsdale, Arizona based financial advisory firm with nearly $1,969,683,196 in assets under management and provides investment advisory services for 15595 clients. There are currently 125 financial advisors at the firm.

General Information

Advisory Services Provided:

Portfolio management for individuals and/or small businesses , Portfolio management for investment companies , Selection for other advisors , Publication of periodicals and newsletters , Education seminars/workshops

Fee Structure:

A percentage of AUM, Performance Based, Other (1031 ADVISORY FEE

Firm CRD#:

158847

SEC#:

801-100392

No. of Clients:

15595

Assets under Management

$1,969,683,196

No. of Advisors:

125

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