TRG Advisors Inc

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Assets, Funds, Holdings

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TRG Advisors Inc
CRD #297171
SEC #801-113776
CIK #
AUM $421.3 MM (2024-03-27)
Employees 3 (100% Investors, 100% Brokers)
Phone716-204-7610
Address8470 Enterprise Circle
Lakewood Ranch, FL 34202
Source [IAPD] [Website]
Total AUM ($MM)
4503602701809002009201420192025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 39 8.8
(b) Individuals (high net worth individuals) 39 76.8
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 32 335.6
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 191 421.3
By Discretionary
Discretionary 129 84.5
Non-Discretionary 62 336.8
Total 191 421.3
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 421.3
Total 191 421.3
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The Legacy Financial Group Inc
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