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$89.5M Total AUM
$89.5M Disc. AUM
-- 3Y CAGR
1 Employees
58 ADV. Clients
23 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 09-23-2002
- Office Locations
- 1
Office Locations
-- Lexington VA
About Treger & Associates
Treger & Associates is a Denver-based RIA. The firm has been operating for 23 years. Managing $89.5M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
67 AVG AGE
$89.5M AVG AUM / ADVISOR
$1.5M AVG AUM / CLIENT
23.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
23yrs Firm Age
Insights
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
N
NEIL THOMAS TREGER
Chief Compliance Officer, Principal
- CRD
- #1227755
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $89,546,097 | $451,445 |
| Non-Discretionary | $0 | -- |
| Total | $89,546,097 | $451,445 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Other:
Available Private Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
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