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:

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NLG CAPITAL, INC. One National Life Drive Montpelier, VT, 05604	$35,941,367,795	8	43
CHAMPLAIN INVESTMENT PARTNERS, LLC 180 Battery Street, Suite 400 Burlington, VT, 05401-5334	$17,319,756,035	119	42
MANCHESTER CAPITAL MANAGEMENT LLC 3657 Main Street Manchester, VT, 05254	$3,688,455,226	1684	37
MAPLE CAPITAL MANAGEMENT, INC. 535 Stone Cutters Way Montpelier, VT, 05602	$1,723,412,484	2649	23
ONE DAY IN JULY LLC 77 College St. #3a Burlington, VT, 05401	$1,089,449,663	3737	20

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