TRAJAN WEALTH, L.L.C.

SCOTTSDALE, Arizona·2 registered advisors·CRD# 158847
SEC# 801-10039228480-990-3300
01

Firm Overview

AUM
$1.4B
Regulatory assets under management
Employees
102
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Portfolio management (pooled investments)
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
Performance-based fees
Other: 1031 ADVISORY FEES
03

Specialties

Financial PlanningInvestment Management
04

Advisors at TRAJAN WEALTH, L.L.C.

2 registered advisors
Jeffrey Brent Junior
SCOTTSDALE, Arizona
John Michael Demarco
SCOTTSDALE, Arizona
05

Office Locations

SCOTTSDALE, Arizona
2 advisors

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Data sourced from SEC Form ADV filings. TRAJAN WEALTH, L.L.C. (CRD# 158847) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.