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Building 2TRG ADVISORS, INC.

Map pinAMHERST, NY
Phone716-204-7610
NotebookSEC #801-72702
Total AUM
$282.5M
Employees
3
Clients
95

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6500 SHERIDAN DR., STE 110
AMHERST
NY 14221
United States
Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Phone
716-204-7610

ReceiptFinancials

Total AUM
$282.5M
Accounts
154
Discretionary
$164M
Accounts
141
Non-Discretionary
$118.5M
Accounts
13

ContactClients

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Individual Clients
46
AUM
$15.9M
HNW Individual Clients
21
AUM
$32.3M
Pension/Profit Sharing Plan Clients
27
AUM
$234.2M
Charitable Organization Clients
1
AUM
$153.4K

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
NY

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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