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Nick T Garris Jr.

TRIAGEN WEALTH MANAGEMENT LLC·CALABASAS, California
Unclaimed Profile
23801 CALABASAS ROAD, CALABASAS, CA 91302CRD# 1024726Firm CRD# 308457
01

About

Nick T Garris Jr. 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# 1024726
Firm CRD# 308457
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Nick T Garris Jr. offer?
Nick T Garris Jr. specializes in Financial Planning, Investment Management. Contact their office in CALABASAS, California for a consultation.
What are Nick T Garris Jr.'s credentials?
Nick T Garris Jr. is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Nick T Garris Jr. located?
Nick T Garris Jr. 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 Nick T Garris Jr. charge for services?
Nick T Garris Jr.'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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