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Building 2TRG ADVISORS, INC.

Map pinLAKEWOOD RANCH, FL
Phone716-204-7610
NotebookSEC #801-113776
Total AUM
$547.7M
Employees
3
Clients
106

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8470 ENTERPRISE CIRCLE
SUITE 110
LAKEWOOD RANCH
FL 34202
United States
Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Phone
716-204-7610

ReceiptFinancials

Total AUM
$547.7M
Accounts
206
Discretionary
$100.9M
Accounts
151
Non-Discretionary
$446.7M
Accounts
55

ContactClients

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Individual Clients
40
AUM
$17.5M
HNW Individual Clients
35
AUM
$83.5M
Pension/Profit Sharing Plan Clients
31
AUM
$446.7M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLGANHNYTX

HandshakeAffiliates

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Affiliates
Reported 8 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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