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TRIAGEN WEALTH MANAGEMENT LLC

Tel: 818-732-8553
23801 Calabasas Road
Suite 1010
Calabasas, California  91302

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TRIAGEN WEALTH MANAGEMENT LLC

TRIAGEN WEALTH MANAGEMENT LLC is a Calabasas, California based financial advisory firm with nearly $473,557,825 in assets under management and provides investment advisory services for 1422 clients. There are currently 4 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Pesnsion consulting services , Other (ASSET ALLOCATION SERVICES, ADVISORY CONSULTING)

Fee Structure:

A percentage of AUM, Fixed fees

Firm CRD#:

308457

SEC#:

801-118681

No. of Clients:

1422

Assets under Management

$473,557,825

No. of Advisors:

4

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