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| Happy Holidays!! thanks for using AUM13F!! |
| TRG Advisors Inc
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|---|---|
| CRD # | 297171 |
| SEC # | 801-113776 |
| CIK # | |
| AUM | $547.7 M (2025-03-29) |
| Employees | 3 (100% Investors, 100% Brokers) |
| Phone | 716-204-7610 |
| Address | 8470 Enterprise Circle Lakewood Ranch, FL 34202 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 40 | 17.5 |
| (b) Individuals (high net worth individuals) | 35 | 83.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 31 | 446.7 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 206 | 547.7 |
| By Discretionary | ||
| Discretionary | 151 | 100.9 |
| Non-Discretionary | 55 | 446.7 |
| Total | 206 | 547.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 547.7 | |
| Total | 206 | 547.7 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Shankervalleau Wealth Advisors Inc
✚
|
IL | 0.5 |
|
Boston Standard Wealth Management LLC
✚
|
MA | 0.5 |
|
Timber Creek Capital Management LLC
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|
MA | 0.5 |
|
ZEGA Investments
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|
FL | 0.5 |
|
Clear Creek Wealth Management LLC
✚
|
CO | 0.5 |
|
Financial Alternatives Inc
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|
CA | 0.5 |
|
Morin Private Client Group LLC
✚
|
0.5 | |
|
Butensky & Cohen Financial Security Inc
✚
|
FL | 0.5 |
|
Safe Harbor Family Capital LLC
✚
|
NC | 0.5 |
|
Whitegate Investment Counselors Inc
✚
|
NH | 0.5 |