Trajan Wealth

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Trajan Wealth — overview

About

Trajan Wealth is a US-based Wealth manager and registered investment advisor. It provides investment advisory services to its clients on a discretionary basis. Its services include portfolio management, asset management, wealth management, investment management, cash-flow management, financial planning, retirement planning, estate planning, tax planning, insurance planning, and education planning. The wealth manager offers advisory services to high-net-worth individuals, estates, charitable organizations, corporations, and business entities.

Trajan Wealth - known decision makers (25)

Position	Location	Asset Class
Client Portfolio Manager	Scottsdale, US	PEREINFPDNR
Chief Administrative Officer	Scottsdale, US	PEREINFPDNR
Chief Compliance Officer	Scottsdale, US	PEREINFPD
Chief Operating Officer	Scottsdale, US	PEREINFPD
Co-Chief Investment Officer	Scottsdale, US	PEREINFPDNR

Showing 5 of 25 known decision makers Trajan Wealth

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