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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Calabasas Advisory Group LLC
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|---|---|
| CRD # | 288224 |
| SEC # | 801-110430 |
| CIK # | |
| AUM | $240.5 M (2025-01-10) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 818-351-5124 |
| Address | 32107 Lindero Canyon Rd Westlake Village, CA 91361 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 356 | 168.4 |
| (b) Individuals (high net worth individuals) | 141 | 72.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,215 | 240.5 |
| By Discretionary | ||
| Discretionary | 1,215 | 240.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,215 | 240.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 240.5 | |
| Total | 1,215 | 240.5 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
MLP3 LLC
✚
|
NJ | 0.2 |
|
Hiley Hunt Wealth Management Inc
✚
|
NE | 0.2 |
|
Founders Capital Management Inc
✚
|
TX | 0.2 |
|
Sequoia Wealth Management Group LLC
✚
|
0.2 | |
|
Trimarc Wealth Management LLC
✚
|
0.2 | |
|
Strauss Wealth Advising Inc
✚
|
AL | 0.2 |
|
Bowers Wealth Management Inc
✚
|
NV | 0.2 |
|
Black Knight Wealth Management LLC
✚
|
0.2 | |
|
Forte Asset Management LLC
✚
|
0.2 | |
|
Vienna Asset Management LLC
✚
|
CA | 0.2 |