CALABASAS ADVISORY GROUP, LLC
CRD #288224 SEC #801-110430 WESTLAKE VILLAGE, CA 818-351-5124
SEC Registered
Total AUM
$240.5M
Discretionary
$240.5M
Employees
2
Clients
0
Accounts
1,215
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2025 | $240.5M | $240.5M | $0 | 2 | 0 |
| Jan 2024 | $222M | $222M | $0 | 2 | 0 |
| Jan 2023 | $185.4M | $185.4M | $0 | 2 | 0 |
| Feb 2022 | $201.1M | $201.1M | $0 | 2 | 0 |
| Feb 2021 | $178.5M | $178.5M | $0 | 2 | 0 |
| May 2020 | $162.2M | $162.2M | $0 | 2 | 0 |
| Mar 2020 | $162.2M | $162.2M | $0 | 2 | 0 |
| Jan 2020 | $162.2M | $162.2M | $0 | 2 | 0 |
| Dec 2019 | $125.6M | $125.6M | $0 | 2 | 0 |
| Aug 2019 | $125.6M | $125.6M | $0 | 2 | 0 |
| Jan 2019 | $125.6M | $125.6M | $0 | 2 | 0 |
| Nov 2018 | $115.5M | $115.5M | $0 | 2 | 0 |
| May 2018 | $115.5M | $115.5M | $0 | 2 | 0 |
| Jan 2018 | $115.5M | $115.5M | $0 | 2 | 0 |
| Jan 2018 | $115.5M | $115.5M | $0 | 2 | 0 |
| Oct 2017 | $115.5M | $115.5M | $0 | 3 | 0 |
| Jun 2017 | $101.9M | $101.9M | $0 | 3 | 0 |
| May 2017 | $0 | $0 | $0 | 3 | 0 |
| Apr 2017 | $0 | $0 | $0 | 3 | 0 |
DateJan 2025
Total AUM$240.5M
Discretionary$240.5M
Non-Disc.$0
Employees2
Clients0
DateJan 2024
Total AUM$222M
Discretionary$222M
Non-Disc.$0
Employees2
Clients0
DateJan 2023
Total AUM$185.4M
Discretionary$185.4M
Non-Disc.$0
Employees2
Clients0
DateFeb 2022
Total AUM$201.1M
Discretionary$201.1M
Non-Disc.$0
Employees2
Clients0
DateFeb 2021
Total AUM$178.5M
Discretionary$178.5M
Non-Disc.$0
Employees2
Clients0
DateMay 2020
Total AUM$162.2M
Discretionary$162.2M
Non-Disc.$0
Employees2
Clients0
DateMar 2020
Total AUM$162.2M
Discretionary$162.2M
Non-Disc.$0
Employees2
Clients0
DateJan 2020
Total AUM$162.2M
Discretionary$162.2M
Non-Disc.$0
Employees2
Clients0
DateDec 2019
Total AUM$125.6M
Discretionary$125.6M
Non-Disc.$0
Employees2
Clients0
DateAug 2019
Total AUM$125.6M
Discretionary$125.6M
Non-Disc.$0
Employees2
Clients0
DateJan 2019
Total AUM$125.6M
Discretionary$125.6M
Non-Disc.$0
Employees2
Clients0
DateNov 2018
Total AUM$115.5M
Discretionary$115.5M
Non-Disc.$0
Employees2
Clients0
DateMay 2018
Total AUM$115.5M
Discretionary$115.5M
Non-Disc.$0
Employees2
Clients0
DateJan 2018
Total AUM$115.5M
Discretionary$115.5M
Non-Disc.$0
Employees2
Clients0
DateJan 2018
Total AUM$115.5M
Discretionary$115.5M
Non-Disc.$0
Employees2
Clients0
DateOct 2017
Total AUM$115.5M
Discretionary$115.5M
Non-Disc.$0
Employees3
Clients0
DateJun 2017
Total AUM$101.9M
Discretionary$101.9M
Non-Disc.$0
Employees3
Clients0
DateMay 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateApr 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0