Trg Investment Advisors, LLC
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Overview
Trg Investment Advisors, LLC operates as a financial advisory company based in Brattleboro, Vermont. The company oversees $740.6 million in assets under management over 500 customer accounts, placing it among the larger firms in the nation by assets under management (AUM). It has a small group, including 4 financial advisors. Trg Investment Advisors, LLC does not act as a registered broker-dealer, meaning the firm cannot buy and sell securities for its clients' and own accounts and instead has to go through a broker-dealer firm to do so. Securities are defined as tradable financial assets such as options, stocks and bonds.
Trg Investment Advisors, LLC oversees some of the company's client assets in a discretionary manner. Discretionary management signifies that buy and sell decisions for the client's account are made by an investment advisor without requiring client approval. Trg Investment Advisors, LLC also administers 332 non-discretionary accounts with a total of $687.9 million in assets. The investment advisory firm manages roughly $1.5 million in assets for each account. The average advisor at Trg Investment Advisors, LLC oversees around 125 client accounts.
The company's central office is located at 48 Harris Place, Brattleboro, Vermont 5301. It is permitted to serve customers across a few states, including Connecticut, Florida, Massachusetts, New Hampshire and Vermont.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Trg Investment Advisors, LLC by the Numbers
$740.6 million
7
500
$1.5 million
Fee Structure
Fees charged by financial advisors depend on which services the firm provides the client. Fees charged by the firm can be comprised of some blend of the following fee types: asset-based or fixed. The firm does participate in a wrap fee program, in which the company offers a service bundle for a comprehensive fee.
Available
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Offered by 69% of firms
Percentage of Assets
-
Offered by 32% of firms
Fixed
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
Trg Investment Advisors, LLC works with retail investors, high net worth investors and pension plans. Out of its 500 customers, Trg Investment Advisors, LLC's biggest client by number of accounts is retail investors, although it also caters to 50 high-net-worth individuals. A high-net-worth individual is defined by the SEC as a person who has at least $750,000 under management or a net worth of at least $1.50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments). None of its customers are represented by people from outside of the U.S.
- High-Net-Worth Individuals* - 15.43%
- Other Individuals - 50.62%
- Corporations - 33.95%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Trg Investment Advisors, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Trg Investment Advisors, LLC
West Lebanon, NH
Norwich, VT
Brattleboro, VT
Brattleboro, VT
Brattleboro, VT
Brattleboro, VT
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