TRUSTED ADVISORS GROUP LLC
Firm details
- Headquarters
- GREENBELT, Maryland
- CRD number
- 139558
- Website
- www.trustedadvisorsgroup.com
- Fee structure
- Other
Firm profile
FINTRXOverview
Trusted Advisors Group LLC is organized as a privately owned limited liability company and is described in filings as an individually owned, unclassified advisory entity. Public disclosures show a nonstandard fee arrangement labeled "Other" rather than a typical asset-based or hourly model. The firm is not identified as a multi-state adviser, is not characterized as an active ESG investor, and does not list itself as a capital allocator, pension consultant, or related adviser. The firm lists an industry affiliation with an accountant, suggesting a professional linkage to accounting services or a referral relationship with accounting professionals. Beyond those structural and regulatory attributes, the firm’s public profile provides limited detail about client segments, advisory activities, or service lines.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1MICHAEL CONAWAY
PresidentCRD 1474402
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
GREENBELT, MD
PRINCE GEORGES
Location
GREENBELT, MD
Headquartered in GREENBELT, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- PRINCE GEORGES
- Address
- 6411 Ivy Ln
- Time zone
- ET (UTC-5)
- Office locations
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