Treger & Associates
Firm details
- Headquarters
- ,
- CRD number
- 115164
- Registered since
- July 26, 2024
- Website
- www.tregerandassociates.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI85.47%
- Individuals12.66%
- Corporations / Businesses1.88%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Treger & Associates, LLC is an independent registered investment adviser that provides fee-based portfolio management and financial planning primarily to individuals, families and small-business clients, while also working with institutional relationships. The firm is structured as an individually owned LLC and registered with the SEC in 2024. Its advisory model charges a percentage of assets under management and it does not describe itself as an ESG-focused or multi-state adviser. Advisory services emphasize customized financial planning and discretionary portfolio management rather than acting as a capital allocator.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds90%
- Exchange Traded Equities4%
- Private Funds1%
- Cash & Cash Equivalents1%
- Other1%
Contacts
1 of 1Neil Treger
PrincipalCRD 1227755
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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