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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