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Building 2TRG INVESTMENT ADVISORS, LLC

Map pinDENVER, CO
Phone800-222-6016
NotebookSEC #801-122090
Total AUM
$167.1M
Employees
6
Clients
242

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1705 SEVENTEENTH STREET
SUITE 100
DENVER
CO 80202
United States
Operating Hours
9 AM - 5PM
Monday - Friday
Phone
800-222-6016
Other Offices
1

ReceiptFinancials

Total AUM
$167.1M
Accounts
413
Discretionary
$135.5M
Accounts
281
Non-Discretionary
$31.6M
Accounts
132

ContactClients

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Individual Clients
161
AUM
$53.6M
HNW Individual Clients
80
AUM
$101.3M
Corporation or Business Clients
1
AUM
$12.3M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Individual Portfolio ManagementOther ServicesPension Consulting
Other Services
INSTITUTIONAL CONSULTING
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
COCTFLMANHVT

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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