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Building 2TREGER & ASSOCIATES

Map pin
Phone540-464-1418
NotebookSEC #801-130767
Total AUM
$80M
Employees
2
Clients
47

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9:00 TO 5:00
Monday - Friday
Phone
540-464-1418

ReceiptFinancials

Total AUM
$80M
Accounts
228
Discretionary
$80M
Accounts
228
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
23
AUM
$2.5M
HNW Individual Clients
24
AUM
$77.5M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
VA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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