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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Florida
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 29, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| DUGGAN, PAUL, SHAUGHNESSY | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| DUGGAN, PAUL, SHAUGHNESSY | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| DUGGAN, PAUL, SHAUGHNESSY | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| DUGGAN, PAUL, SHAUGHNESSY | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| DUGGAN, PAUL, SHAUGHNESSY | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| DUGGAN, PAUL, SHAUGHNESSY | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| DUGGAN, PAUL, SHAUGHNESSY | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| DUGGAN, PAUL, SHAUGHNESSY | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| DUGGAN, PAUL, SHAUGHNESSY | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| DUGGAN, PAUL, SHAUGHNESSY | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| DUGGAN, PAUL, SHAUGHNESSY | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| DUGGAN, PAUL, SHAUGHNESSY | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Mar 29, 2025 REGISTERED
Notice Filings (5)
FL GA NH NY TX
Address
8470 ENTERPRISE CIRCLESUITE 110
LAKEWOOD RANCH, FL 34202
United States
Phone: 716-204-7610