Overview
Assets Under Management: $80 million
High-Net-Worth Clients: 24
Average Client Assets: $3.2 million
Frequently Asked Questions
TREGER & ASSOCIATES is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #115164), TREGER & ASSOCIATES is subject to fiduciary duty under federal law.
TREGER & ASSOCIATES serves 24 high-net-worth clients according to their SEC filing dated September 26, 2024. View client details ↓
According to their SEC Form ADV, TREGER & ASSOCIATES offers financial planning and portfolio management for individuals. View all service details ↓
TREGER & ASSOCIATES manages $80 million in client assets according to their SEC filing dated September 26, 2024.
According to their SEC Form ADV, TREGER & ASSOCIATES serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 24
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 96.88%
Average Client Assets: $3.2 million
Total Client Accounts: 228
Discretionary Accounts: 228
Regulatory Filings
CRD Number: 115164
Filing ID: 1899523
Last Filing Date: 2024-09-26 09:21:00