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Bryan Nicholas Garris

TRIAGEN WEALTH MANAGEMENT LLC·CALABASAS, California
Unclaimed Profile
23801 CALABASAS ROAD, CALABASAS, CA 91302CRD# 5386345Firm CRD# 308457
01

About

Bryan Nicholas Garris is a registered financial advisor based in CALABASAS, California, affiliated with TRIAGEN WEALTH MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
TRIAGEN WEALTH MANAGEMENT LLC
TRIAGEN WEALTH MANAGEMENT LLC
AUM
$375M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at TRIAGEN WEALTH MANAGEMENT LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 5386345
Firm CRD# 308457
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Bryan Nicholas Garris offer?
Bryan Nicholas Garris specializes in Financial Planning, Investment Management. Contact their office in CALABASAS, California for a consultation.
What are Bryan Nicholas Garris's credentials?
Bryan Nicholas Garris is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Bryan Nicholas Garris located?
Bryan Nicholas Garris is based in CALABASAS, California, working with TRIAGEN WEALTH MANAGEMENT LLC. Their office serves clients in the CALABASAS metropolitan area and surrounding communities.
How does Bryan Nicholas Garris charge for services?
Bryan Nicholas Garris's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TRIAGEN WEALTH MANAGEMENT LLC?
TRIAGEN WEALTH MANAGEMENT LLC has approximately 4 employees and manages $375M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
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City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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