TREGER & ASSOCIATES
Total AUM
$41.9M
Employees
3Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
Operating Hours
9:00 TO 5:00
Monday - Friday
Monday - Friday
Phone
540-464-1418
Financials
Total AUM
$41.9M
Accounts
290Discretionary
$41.9M
Accounts
290Non-Discretionary
$0
Accounts
0
Clients
None reported
Services
Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
VA
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.