UBS team managing $330 million forms RIA
Three advisers form TriaGen Wealth Management in Calabasas, Calif.
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
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