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Trajan Wealth, L.L.C.

Tel: 480-990-3300
7702 E. Doubletree Ranch Road
Suite 100
Scottsdale, Arizona  85258

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Trajan Wealth, L.L.C.

Trajan Wealth, L.L.C. is a Scottsdale, Arizona based financial advisory firm with nearly $$1,054,443,957 in assets under management and provides investment advisory services for 8885 clients. There are currently 67 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial Planning, Portfolio Management for Individuals, Portfolio Management for Investment, Selection of Other Advisors, Educational seminars/workshops

Fee Structure:

A percentage of AUM, Fixed fees, Other (1031 ADVISORY FEES)

Firm CRD#:

158847

SEC#:

801-100392

No. of Clients:

8885

Assets under Management

$1,054,443,957

No. of Advisors:

67

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