Trg Advisors, Inc.

Trg Advisors, Inc. (CRD# 297171) is a financial advisory firm headquartered in Lakewood Ranch, FL. They manage $421,274,192 in 191 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details

8470 Enterprise Circle, Suite 110, Lakewood Ranch, FL 34202

https://www.trgadvisory.com

By the Numbers

Total Assets Under Management

421

MILLION
Total Number of Accounts

191

ACCOUNTS
Average Account Value

$2,205,624

Compensation Options

A percentage of assets under your management
Hourly charges

Advisory Services Offered

Financial planning services
Portfolio management for individuals and/or small businesses
Pension consulting services

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

FL, GA, NY, TX

Financial Advisors at Trg Advisors, Inc.

Showing 1 - 2 of 2 top financial advisors.

Jonathan R. Duggan

CRD#: 4489592

Alpharetta, GA

Jonathan Duggan (CRD# 4489592) is an Investment Advisor Representative working at Trg Advisors, Inc. in Alpharetta, GA and has over 21 years of experience in the finance industry.

Paul S. Duggan

CRD#: 1135600

8470 Enterprise Circle, Suite 110, Lakewood Ranch, FL 34202

Paul Duggan (CRD# 1135600) is an Investment Advisor Representative working at Trg Advisors, Inc. in Lakewood Ranch, FL and has over 40 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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