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TRG INVESTMENT ADVISORS, LLC

48 Harris Place
Brattleboro, Vermont 05301
Tel: 800-222-6016

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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 StatusApproved
Firm CRD#315629
SEC#801-122090
Assets Managed by Firm$1,113,838,194
No. of Clients534
No. of Advisors7

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 ClientsAUM
Firm Total534$1,113,838,194
Individuals (other than high net worth individuals)169$51,238,348
High net worth individuals63$87,316,303
Pension and profit sharing plans122$958,979,150
Corporations or other businessesFewer than 5 clients$5,712,206

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