Overview
Assets Under Management: $548 million
Headquarters: LAKEWOOD RANCH, FL
High-Net-Worth Clients: 35
Average Client Assets: $2.4 million
Frequently Asked Questions
TRG ADVISORS, INC. 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 #297171), TRG ADVISORS, INC. is subject to fiduciary duty under federal law.
TRG ADVISORS, INC. is headquartered in LAKEWOOD RANCH, FL.
TRG ADVISORS, INC. serves 35 high-net-worth clients according to their SEC filing dated March 29, 2025. View client details ↓
According to their SEC Form ADV, TRG ADVISORS, INC. offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
TRG ADVISORS, INC. manages $548 million in client assets according to their SEC filing dated March 29, 2025.
According to their SEC Form ADV, TRG ADVISORS, INC. serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 35
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 15.24%
Average Client Assets: $2.4 million
Total Client Accounts: 206
Discretionary Accounts: 151
Non-Discretionary Accounts: 55
Regulatory Filings
CRD Number: 297171
Filing ID: 1959159
Last Filing Date: 2025-03-29 09:30:00