Trg Investment Advisors, LLC
● SEC registered since 2021CRD 315629SEC# 801-122090Denver, CO
Reg. AUM
$167.1M
Employees
6
Accounts
413
Location
Denver, CO
Trg Investment Advisors, LLC assets under management
Trg Investment Advisors, LLC is an investment advisory firm registered with the SEC based in Denver, CO. The firm has been registered since 2021. It reports $167.1 million in regulatory assets under management and employs 6 people.
Trg Investment Advisors, LLC owners & executives
8 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Benjamin Walker Taggard Control | President | Under 5% | 2021 |
| Ima Advisors, LLC Control | Member | Over 75% | 2026 |
| Valerie Lynn Ruppel Control | Chief Compliance Officer | Under 5% | 2026 |
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Join to unlock · $37/moFrequently asked questions
How much does Trg Investment Advisors, LLC manage?
Trg Investment Advisors, LLC reports $167.1 million in regulatory assets under management on its Form ADV.
How many employees does Trg Investment Advisors, LLC have?
Trg Investment Advisors, LLC reports 6 employees.
Where is Trg Investment Advisors, LLC located?
Trg Investment Advisors, LLC is based in Denver, CO and has been SEC-registered since 2021.
Does Trg Investment Advisors, LLC disclose fund performance?
Trg Investment Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1705 Seventeenth Street, Suite 100, Denver, CO 80202 |
| Phone | 800-222-6016 |
| Fax | 802-254-7114 |
| Office hours | 9 a.m. - 5p.m. |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$167.1M▼ 85%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 80%
Larger than 20% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$167.1Mregulatory AUM
Discretionary $135.5MNon-discretionary $31.6M