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CALABASAS ADVISORY GROUP, LLC
CRD 288224 · SEC 801-110430
32107 LINDERO CANYON RD., SUITE 133, WESTLAKE VILLAGE, CA, 91361, United States
Phone
818-351-5124
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$249.5M
Discretionary AUM
$249.5M
Team
2 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-02-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 334 | $172.2M |
| High net worth individuals | 154 | $77.4M |
States served
CA, TX
All web addresses on file
Official SEC filing: View on IAPD