TRG INVESTMENT ADVISORS, LLC

Overview

TRG Investment Advisors, LLC is a privately held SEC-registered advisory firm that works mainly with individuals and families. The adviser provides discretionary and non-discretionary portfolio management for individuals and small businesses and offers pension consulting services. Compensation is through a mix of AUM-based fees and fixed fees. The firm is not positioned as a capital allocator or multi-state adviser in its profile and is not identified as an active ESG investor. TRG was registered with the SEC in 2021 and operates as a limited liability company. The firm lists an insurance company affiliation among its industry connections, which may reflect product distribution or referral relationships commonly used to support retirement and income planning for private clients.

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Location & Offices