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Benjamin Walker Taggard

TRG INVESTMENT ADVISORS, LLC·BRATTLEBORO, Vermont
Unclaimed Profile
48 HARRIS PLACE, BRATTLEBORO, VT 05301CRD# 3107547Firm CRD# 315629
01

About

Benjamin Walker Taggard is a registered financial advisor based in BRATTLEBORO, Vermont, affiliated with TRG INVESTMENT ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Client Types
Individuals
03

Firm Overview

Firm
TRG INVESTMENT ADVISORS, LLC
TRG INVESTMENT ADVISORS, LLC
AUM
$913M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at TRG INVESTMENT ADVISORS, LLC →
Services
Portfolio management (individuals)
Publication of periodicals/newsletters
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 3107547
Firm CRD# 315629
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Benjamin Walker Taggard offer?
Benjamin Walker Taggard specializes in Investment Management. Contact their office in BRATTLEBORO, Vermont for a consultation.
What are Benjamin Walker Taggard's credentials?
Benjamin Walker Taggard is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Benjamin Walker Taggard located?
Benjamin Walker Taggard is based in BRATTLEBORO, Vermont, working with TRG INVESTMENT ADVISORS, LLC. Their office serves clients in the BRATTLEBORO metropolitan area and surrounding communities.
How does Benjamin Walker Taggard charge for services?
Benjamin Walker Taggard's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TRG INVESTMENT ADVISORS, LLC?
TRG INVESTMENT ADVISORS, LLC has approximately 6 employees and manages $913M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Vermont
BURLINGTON (61)MONTPELIER (49)MANCHESTER (17)SOUTH BURLINGTON (17)SHELBURNE (11)
City Guides
BURLINGTON GuideMONTPELIER GuideMANCHESTER GuideSOUTH BURLINGTON GuideSHELBURNE Guide
Research
Advisor Fees in VermontNational Fee Analysis
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