Wealth and Asset Management
UBS team managing $330 million forms RIA
A three-adviser team managing $330 million in assets at UBS has formed TriaGen Wealth Management, a registered investment adviser, in Calabasas, Calif. The firm is operated by Bryan Garris and his father, Nick, both certified financial planners, and includes adviser Orlo Elfes and its operations manager, Leslie Sager. TriaGen was…
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