TRUSTED ADVISORS GROUP LLC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
GREENBELT, Maryland
CRD number
139558
Fee structure
Other

Firm profile

FINTRX

Overview

Trusted Advisors Group LLC is organized as a privately owned limited liability company and is described in filings as an individually owned, unclassified advisory entity. Public disclosures show a nonstandard fee arrangement labeled "Other" rather than a typical asset-based or hourly model. The firm is not identified as a multi-state adviser, is not characterized as an active ESG investor, and does not list itself as a capital allocator, pension consultant, or related adviser. The firm lists an industry affiliation with an accountant, suggesting a professional linkage to accounting services or a referral relationship with accounting professionals. Beyond those structural and regulatory attributes, the firm’s public profile provides limited detail about client segments, advisory activities, or service lines.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • MICHAEL CONAWAY

    PresidentCRD 1474402

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

GREENBELT, MD

PRINCE GEORGES

Location

GREENBELT, MD

Headquartered in GREENBELT, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
PRINCE GEORGES
Address
6411 Ivy Ln
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth