Assets Under Management
$2.0B
Number of Clients
8,955
Number of Advisors
40
Average Client AUM
$220K
AUM per Advisor
$49.2M
Compensation
Fee-Only (AUM)
Trajan Wealth, L.L.C. provides investment advisory and portfolio management services, including financial planning, tax planning, education funding, and retirement planning. Investment advice is tailored to clients' financial goals, investment objectives, and risk tolerances. Services are provided through licensed Investment Adviser Representatives.
18700 North Hayden Road, Suite 470, Scottsdale, AZ, 85255