Treger & Associates

Treger & Associates (CRD# 115164) is a financial advisory firm headquartered in Lexington, VA. They manage $64,611,000 in 277 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    65
    MILLION
  • Total Number of Accounts
    277
    ACCOUNTS
  • Average Account Value
    $233,253
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MD, VA

Financial Advisors at Treger & Associates
Showing 1 - 2 of 2 top financial advisors.
1
Michelle M. Ludwig
CRD#: 1189923
Lexington, VA
93
Wealthminder
score

Michelle Ludwig (CRD# 1189923) is an Investment Advisor Representative working at Treger & Associates in Lexington, VA and has over 33 years of experience in the finance industry.

2
Neil T. Treger
CRD#: 1227755
Lexington, VA
93
Wealthminder
score

Neil Treger (CRD# 1227755) is an Investment Advisor Representative working at Treger & Associates in Lexington, VA and has over 28 years of experience in the finance industry.

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