Treger & Associates

Treger & Associates (CRD# 115164) is a financial advisory firm headquartered in Lexington, VA. They manage $130,016,137 in 288 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
P.o. Box 919, Lexington, VA 24450
By the Numbers
  • Total Assets Under Management
    130
    MILLION
  • Total Number of Accounts
    288
    ACCOUNTS
  • Average Account Value
    $451,445
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
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 Ludwig, financial advisor Lexington VA
Michelle M. Ludwig
CRD#: 1189923
Lexington, VA

Michelle Ludwig (CRD# 1189923) is an Investment Advisor Representative working at Treger & Associates in Lexington, VA and has over 40 years of experience in the finance industry.

2
Neil Treger, financial advisor Lexington VA
Neil T. Treger
CRD#: 1227755
Lexington, VA

Neil Treger (CRD# 1227755) is an Investment Advisor Representative working at Treger & Associates in Lexington, VA and has over 36 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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