Treger & Associates
Treger & Associates is an SEC-registered ria with $80.0M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Treger & Associates: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 115164, data through 2024-09-26.
- AUM (assets under management / regulatory AUM)
- $80.0M (2024-09-26)
- Firm type
- Ria
- Employees
- 2
- Clients
- 47
- CRD
- 115164
- Ownership
- TREGER, NEIL, THOMAS; LUDWIG, MICHELLE, MARIE
How much AUM does Treger & Associates have?
Treger & Associates reported $80.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2024-09-26).
Who owns Treger & Associates?
Disclosed owners and executives of Treger & Associates include TREGER, NEIL, THOMAS, LUDWIG, MICHELLE, MARIE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.