Falists
← Back to search

TRG INVESTMENT ADVISORS, LLC

CRD 315629 · SEC 801-122090

Visit website

1705 SEVENTEENTH STREET, SUITE 100, DENVER, CO, 80202, United States

Phone

800-222-6016

Fax

802-254-7114

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$167.1M

Discretionary AUM

$135.5M

Team

6 total employees; 6 advisory reps; 114 broker-dealer reps

Clients

0

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-05-21

Disciplinary history

No

Services

Portfolio management (individuals)Pension consultingINSTITUTIONAL CONSULTING

Client types

TypeClientsAUM
Individuals161$53.6M
High net worth individuals80$101.3M

States served

VT, CO, MA, NH, CT, FL

All web addresses on file

Official SEC filing: View on IAPD