Mandate & appetite
- Preferred strategies
- —
- Target geographies
- North America
- Typical ticket
- —
- AUM
- $2.6B
- Real-asset allocation
- —
- Appetite
- —
Investor profile
Trajan Wealth is a Scottsdale, Arizona-based multi-family office and registered investment advisor. Established in 2012, the firm markets itself as a local family office for high-net-worth individuals and families, investing and managing the wealth of multiple clients. The family office provides a wide range of services.
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