TRG Investment Advisors, LLC
Firm details
- Headquarters
- Denver, Colorado
- CRD number
- 315629
- Registered since
- August 13, 2021
- Website
- therichardsgrp.com
- Custodians
- RAYMOND JAMES & ASSOCIATES, INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI60.62%
- Individuals32.05%
- Corporations / Businesses7.33%
- Services
- Portfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
TRG Investment Advisors, LLC is an SEC-registered investment adviser (registered in 2021) that serves individual and family clients as well as small businesses. The firm provides discretionary portfolio management and pension consulting services and charges clients via a mix of percentage-of-AUM and fixed fees. TRG is not positioned as a principal capital allocator; instead it places client capital with third-party managers across multiple product types. The firm reports an affiliation with an insurance company and does not identify itself as an ESG-focused investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds75%
- Exchange Traded Equities10%
- Cash & Cash Equivalents6%
- Other5%
- Investment Grade Corp Bonds3%
Owners & executives
2 of 2
Benjamin Taggard
Principal And Chief Compliance OfficerCRD 3107547
Valerie Ruppel
Chief Compliance OfficerCRD 4281035
Contacts
3 of 5
Steven Burnett
Retirement Plan Consultant and Financial AdvisorCRD 4458946
Allisyn Lambert
Financial Advisor, Retirement Plan ConsultantCRD 6690564
Clinton Wood
Retirement Plan ConsultantCRD 5733324
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Denver, CO
Denver
Location
Denver, CO
Headquartered in Denver, CO, anchoring the Denver-Aurora, CO metro in the West.
- Metro area
- Denver-Aurora, CO
- Region
- West
- County
- Denver
- Address
- 1705 17th St
- Time zone
- MT (UTC-7)
- Office locations
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