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
Treger & Associates
By the Numbers
-
Total Assets Under Management130MILLION
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Total Number of Accounts288ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MD, VA
Financial Advisors at Treger & Associates
1
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 (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.
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