Investment adviser · CRD 297171
TRG ADVISORS, INC.
Investment adviser filing (IA)
LAKEWOOD RANCH, FL, United States · Form ADV filed Mar 29, 2025
- Regulatory AUM
- $548M Form ADV · Item 5.F
- Client accounts
- 206 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 | 31 | $446,744,192 | 81.6% |
| High-net-worth individuals | 35 | $83,450,725 | 15.2% |
| Individuals | 40 | $17,472,192 | 3.2% |
Filing source
Form ADV 1959159 · Mar 29, 2025 · 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: Mar 29, 2025. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting
Compensation
Percentage of assets · Hourly
Principal office
8470 ENTERPRISE CIRCLE, SUITE 110LAKEWOOD RANCH, FL, 34202, United States
CRD 297171
Filing source
Form ADV 1959159 · Mar 29, 2025 · 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.