Investment adviser · CRD 43870
TRG ADVISORS, INC.
Investment adviser filing (IA)
AMHERST, NY, United States · Form ADV filed Feb 21, 2018
- Regulatory AUM
- $283M Form ADV · Item 5.F
- Client accounts
- 154 Accounts, not individual clients
- Employees
- 3 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Retirement plans | 27 | $234,171,007 | 82.9% |
| High-net-worth individuals | 21 | $32,296,633 | 11.4% |
| Individuals | 46 | $15,880,180 | 5.6% |
| Charities | 1 | $153,388 | 0.1% |
Filing source
Form ADV 1179717 · Feb 21, 2018 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Feb 21, 2018. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting
Compensation
Percentage of assets · Hourly · Commissions
Principal office
6500 SHERIDAN DR., STE 110AMHERST, NY, 14221, United States
CRD 43870
Filing source
Form ADV 1179717 · Feb 21, 2018 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.