|
⚲
|
| TRG Advisors Inc
✚
|
|
|---|---|
| CRD # | 297171 |
| SEC # | 801-113776 |
| CIK # | |
| AUM | $317.7 MM (2023-03-21) |
| Employees | 3 (100% Investors, 100% Brokers) |
| Phone | 716-204-7610 |
| Address | 8470 Enterprise Circle Lakewood Ranch, FL 34202 |
| Source | [IAPD] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 57 | 12.5 |
| (b) Individuals (high net worth individuals) | 31 | 54.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 27 | 250.8 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 189 | 317.7 |
| By Discretionary | ||
| Discretionary | 129 | 70.1 |
| Non-Discretionary | 60 | 247.6 |
| Total | 189 | 317.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 317.7 | |
| Total | 189 | 317.7 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
IVC Wealth Advisors LLC
✚
|
PA | 0.3 |
|
Bankoh Investment Services Inc
✚
|
HI | 0.3 |
|
WICK Capital Partners LLC
✚
|
PA | 0.3 |
|
Causey Demgen & Moore PC
✚
|
CO | 0.3 |
|
Hedeker Wealth LLC
✚
|
IL | 0.3 |
|
Cito Capital Group LLC
✚
|
FL | 0.3 |
|
Wittenberg Investment Management Inc
✚
|
MA | 0.3 |
|
Navis Wealth Advisors LLC
✚
|
NY | 0.3 |
|
Henry James International Management Inc
✚
|
NY | 0.3 |
|
Clare Market Investments LLC
✚
|
TX | 0.3 |