48 Harris Place
Brattleboro, Vermont 05301
Tel: 800-222-6016
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.
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 |
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 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$35,941,367,795 | 8 | 43 | |
$17,319,756,035 | 119 | 42 | |
$3,688,455,226 | 1684 | 37 | |
$2,124,751,345 | 11558 | 450 | |
$1,723,412,484 | 2649 | 23 |
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