TRG ADVISORS, INC.
CRD #297171 SEC #801-113776 LAKEWOOD RANCH, FL 716-204-7610
SEC Registered
Total AUM
$547.7M
Discretionary
$100.9M
Employees
3
Clients
51
Accounts
206
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $547.7M | $100.9M | $446.7M | 3 | 0 |
| Mar 2024 | $421.3M | $84.5M | $336.8M | 3 | 2 |
| Nov 2023 | $317.7M | $70.1M | $247.6M | 3 | 2 |
| Mar 2023 | $317.7M | $70.1M | $247.6M | 3 | 2 |
| Apr 2022 | $336.6M | $86.5M | $250.1M | 3 | 0 |
| Mar 2021 | $297.5M | $72.2M | $225.2M | 3 | 0 |
| Jul 2020 | $267.5M | $166.2M | $101.2M | 3 | 0 |
| Jun 2020 | $267.5M | $166.2M | $101.2M | 3 | 0 |
| Mar 2020 | $267.5M | $166.2M | $101.2M | 3 | 0 |
| Mar 2019 | $253.8M | $140.9M | $112.9M | 3 | 0 |
| Nov 2018 | $282.5M | $164M | $118.5M | 3 | 0 |
| Jul 2018 | $282.5M | $164M | $118.5M | 3 | 0 |
DateMar 2025
Total AUM$547.7M
Discretionary$100.9M
Non-Disc.$446.7M
Employees3
Clients0
DateMar 2024
Total AUM$421.3M
Discretionary$84.5M
Non-Disc.$336.8M
Employees3
Clients2
DateNov 2023
Total AUM$317.7M
Discretionary$70.1M
Non-Disc.$247.6M
Employees3
Clients2
DateMar 2023
Total AUM$317.7M
Discretionary$70.1M
Non-Disc.$247.6M
Employees3
Clients2
DateApr 2022
Total AUM$336.6M
Discretionary$86.5M
Non-Disc.$250.1M
Employees3
Clients0
DateMar 2021
Total AUM$297.5M
Discretionary$72.2M
Non-Disc.$225.2M
Employees3
Clients0
DateJul 2020
Total AUM$267.5M
Discretionary$166.2M
Non-Disc.$101.2M
Employees3
Clients0
DateJun 2020
Total AUM$267.5M
Discretionary$166.2M
Non-Disc.$101.2M
Employees3
Clients0
DateMar 2020
Total AUM$267.5M
Discretionary$166.2M
Non-Disc.$101.2M
Employees3
Clients0
DateMar 2019
Total AUM$253.8M
Discretionary$140.9M
Non-Disc.$112.9M
Employees3
Clients0
DateNov 2018
Total AUM$282.5M
Discretionary$164M
Non-Disc.$118.5M
Employees3
Clients0
DateJul 2018
Total AUM$282.5M
Discretionary$164M
Non-Disc.$118.5M
Employees3
Clients0