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CALABASAS ADVISORY GROUP, LLC

Tel: 818-351-5124
32107 Lindero Canyon Rd.
Suite 133
Westlake Village, California  91361

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CALABASAS ADVISORY GROUP, LLC

CALABASAS ADVISORY GROUP, LLC is a Westlake Village, California based financial advisory firm with nearly $240,549,000 in assets under management and provides investment advisory services for 1215 clients. There are currently 2 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses

Fee Structure:

A percentage of AUM

Firm CRD#:

288224

SEC#:

801-110430

No. of Clients:

1215

Assets under Management

$240,549,000

No. of Advisors:

2

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