Calabasas Advisory Group, LLC

Calabasas Advisory Group, LLC, operating as Semeleng Financial Services, is a registered investment adviser based in Westlake Village, CA. Established in 2017, the firm specializes in providing asset management and planning services for individuals and various client types, including high net worth individuals, trusts, estates, and businesses. Acting as a fiduciary, the firm is committed to always acting in the client's best interest. Their services include Comprehensive Portfolio Management, offering asset management, financial planning, and consulting services tailored to meet clients' financial goals. For Comprehensive Portfolio Management, clients can expect fees not exceeding 1.25% annually, billed quarterly based on account values. The firm does not charge performance-based fees and manages assets totaling $240,549,000 on a discretionary basis. Investment strategies include asset allocation, individual stock analysis, mutual fund and ETF analysis, and fixed income securities. Risks associated with investing in securities, such as market risk, credit risk, and interest rate risk, are disclosed. The firm does not engage in soft dollar arrangements and provides clients with annual account reviews. Semeleng Financial Services does not accept proxy authority to vote client securities and does not have custody of client funds or securities. The firm has not been involved in any bankruptcy proceedings and does not have financial conditions impairing its ability to meet obligations. Clients are encouraged to contact the firm for further details on their services and investment strategies.