Cobroker tracks 4 US locations for Trajan Wealth (financial planner) across 2 states and 4 cities.
Quarter-by-quarter store counts and growth rates are published for chains above Cobroker's tracking threshold. Trajan Wealth is below it, so this page states location counts only — no growth rate is claimed, because there is not enough history to measure one honestly.
Cobroker finds the trade areas that look like the ones Trajan Wealth already operates in — demographics, co-tenancy, traffic — and ranks the markets and sites that match.
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