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Trg Advisors, Inc.

CRD 297171SEC# 801-113776Lakewood Ranch, FL
Export (members)
No longer SEC-registered. Trg Advisors, Inc. appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$547.7M
Employees
3
Accounts
206
Location
Lakewood Ranch, FL

Trg Advisors, Inc. assets under management

Trg Advisors, Inc. is a registered investment adviser overseen by the SEC based in Lakewood Ranch, FL. It reports $547.7 million in regulatory assets under management and employs 3 people.
View on SEC.gov ↗

Trg Advisors, Inc. owners & executives

1 reported
NameTitleOwnershipSince
Paul Shaughnessy Duggan ControlPresident/Chief Compliance OfficerOver 75%2018

Frequently asked questions

How much does Trg Advisors, Inc. manage?

Trg Advisors, Inc. reports $547.7 million in regulatory assets under management on its Form ADV.

How many employees does Trg Advisors, Inc. have?

Trg Advisors, Inc. reports 3 employees.

Where is Trg Advisors, Inc. located?

Trg Advisors, Inc. is based in Lakewood Ranch, FL.

Does Trg Advisors, Inc. disclose fund performance?

Trg Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address8470 Enterprise Circle, Suite 110, Lakewood Ranch, FL 34202
Office hours8:30 a.m. - 5:00 p.m.
Discloses disciplinary historyNo

Assets under management

Discretionary$100.9M
Non-discretionary$446.7M
Total (RAUM)$547.7M