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Home > Retirement Planners > florida > lakewood ranch > TRG ADVISORS, INC.
TRG ADVISORS, INC.
8470 Enterprise Circle
Suite 110
Lakewood Ranch, Florida 34202
Tel: 716-204-7610
About TRG ADVISORS, INC.
TRG ADVISORS, INC, formally registered with the SEC as TRG ADVISORS, INC. The firm was established in 07/02/2018. They have over 1 offices throughout the country.
TRG ADVISORS, INC. is a Lakewood Ranch, Florida based Financial Planning firm with nearly $421,274,192 assets under management, offering retirement planning & investment advisory services to 191 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 297171 |
| SEC# | 801-113776 |
| Assets Managed by Firm | $421,274,192 |
| No. of Clients | 191 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 191 | $421,274,192 |
| Individuals (other than high net worth individuals) | 39 | $8,838,012 |
| High net worth individuals | 39 | $76,821,221 |
| Pension and profit sharing plans | 32 | $335,614,959 |
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|---|---|---|---|
| $397,045,307,119 | 26 | 2932 | |
| $120,567,542,959 | 727 | 189 | |
| $118,191,936,095 | 97020 | 845 | |
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| $92,968,371,160 | 146 | 264 |
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