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Financial Advisor
California
Westlake Village
CALABASAS ADVISORY GROUP, LLC

CALABASAS ADVISORY GROUP, LLC

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

About 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
Firm CRD#:

288224

Firm SEC#:

801-110430

Assets Under Management:

$240,549,000

No. of Clients:

1215

Advisory Services Provided:

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

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