CALABASAS ADVISORY GROUP, LLC

WESTLAKE VILLAGE, California·2 registered advisors·CRD# 288224
SEC# 801-1104300818-351-5124
01

Firm Overview

AUM
$222M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
03

Specialties

Financial PlanningInvestment ManagementFee-Only Advisory
04

Advisors at CALABASAS ADVISORY GROUP, LLC

2 registered advisors
Jason Nils Semeleng
WESTLAKE VILLAGE, California
John Joseph Leach
WESTLAKE VILLAGE, California
05

Office Locations

WESTLAKE VILLAGE, California
2 advisors

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Data sourced from SEC Form ADV filings. CALABASAS ADVISORY GROUP, LLC (CRD# 288224) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.