TRG ADVISORS, INC.

LAKEWOOD RANCH, Florida·1 registered advisor·CRD# 297171
SEC# 801-1137760716-204-7610
01

Firm Overview

AUM
$421M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
03

Specialties

Financial PlanningInvestment Management
04

Advisors at TRG ADVISORS, INC.

1 registered advisor
Paul Shaughnessy Duggan
LAKEWOOD RANCH, Florida
05

Office Locations

LAKEWOOD RANCH, Florida
1 advisor

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Data sourced from SEC Form ADV filings. TRG ADVISORS, INC. (CRD# 297171) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.