Overview
Assets Under Management: $167 million
Headquarters: DENVER, CO
High-Net-Worth Clients: 80
Average Client Assets: $1.3 million
Frequently Asked Questions
TRG INVESTMENT ADVISORS, LLC 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 #315629), TRG INVESTMENT ADVISORS, LLC is subject to fiduciary duty under federal law.
TRG INVESTMENT ADVISORS, LLC is headquartered in DENVER, CO.
TRG INVESTMENT ADVISORS, LLC serves 80 high-net-worth clients according to their SEC filing dated March 31, 2026. View client details ↓
According to their SEC Form ADV, TRG INVESTMENT ADVISORS, LLC offers portfolio management for individuals and pension consulting services. View all service details ↓
TRG INVESTMENT ADVISORS, LLC manages $167 million in client assets according to their SEC filing dated March 31, 2026.
According to their SEC Form ADV, TRG INVESTMENT ADVISORS, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 80
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 60.62%
Average Client Assets: $1.3 million
Total Client Accounts: 413
Discretionary Accounts: 281
Non-Discretionary Accounts: 132
Regulatory Filings
CRD Number: 315629
Filing ID: 2082960
Last Filing Date: 2026-03-31 16:34:14