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Trajan Wealth, L.L.C

EST. AUM
$1,969,683,196

CONTACTS
50

CLIENT ACCOUNTS
15,595

Firm Details

Metro area Phoenix
CRD Number 158847
Website trajanwealth.com
Client types

Overview

As one of the first hybrid firms in the nation, Trajan’s business structures offer unique benefits. Your estate plan is not prepared in a vacuum, and all the facets of your estate plan are considered, including wealth and tax planning. Fiduciary advisors can also protect and grow your investments, creating an end-to-end strategy for assets.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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