| Name | Title | Ownership | Since |
|---|---|---|---|
| Benjamin Walker Taggard Control | Chief Compliance Officer And Managing Member | Under 5% | 2021 |
| Richards Inc. Control | Owner | Over 75% | 2021 |
| Benjamin Walker Taggard | Member | — | 2021 |
Trg Investment Advisors, LLC reports $1.1 billion in regulatory assets under management on its Form ADV.
Trg Investment Advisors, LLC reports 7 employees.
Trg Investment Advisors, LLC is based in Brattleboro, VT and has been SEC-registered since 2021.
Trg Investment Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 48 Harris Place, Suite 100, Brattleboro, VT 05301 |
| Phone | 800-222-6016 |
| Fax | 802-254-7114 |
| Office hours | 9 a.m. - 5p.m. |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
| Discretionary | $114.6M |
| Non-discretionary | $999.2M |
| Total (RAUM) | $1.11B |