Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > connecticut > old saybrook > TRG INVESTMENT ADVISORS, LLC
TRG INVESTMENT ADVISORS, LLC
48 Harris Place
Brattleboro, Vermont 05301
Tel: 800-222-6016
About TRG INVESTMENT ADVISORS, LLC
TRG INVESTMENT ADVISORS, LLC, formally registered with the SEC as TRG INVESTMENT ADVISORS, LLC. The firm was established in 08/13/2021. They have over 2 offices throughout the country.
TRG INVESTMENT ADVISORS, LLC is a Brattleboro, Vermont based Financial Planning firm with nearly $1,113,838,194 assets under management, offering retirement planning & investment advisory services to 534 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 315629 |
| SEC# | 801-122090 |
| Assets Managed by Firm | $1,113,838,194 |
| No. of Clients | 534 |
| No. of Advisors | 7 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Other (INSTITUTIONAL CONSULTING)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 534 | $1,113,838,194 |
| Individuals (other than high net worth individuals) | 169 | $51,238,348 |
| High net worth individuals | 63 | $87,316,303 |
| Pension and profit sharing plans | 122 | $958,979,150 |
| Corporations or other businesses | Fewer than 5 clients | $5,712,206 |
More Retirement Planning firms in Brattleboro, Vermont:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $172,101,281,944 | 15 | 2872 | |
| $171,751,270,410 | 133 | 1196 | |
| $132,541,536,421 | 294 | 573 | |
| $110,207,824,026 | 170 | 296 | |
| $107,251,821,000 | 4 | 524 |
Explore More Retirement Advisors in Brattleboro, Vermont