TREGER & ASSOCIATES

TREGER & ASSOCIATES is an SEC-registered investment adviser (CRD 115164). Regulatory assets under management: $89.5M.

Registration

• CRD: 115164
• SEC file number: 801-130767
• Type: Registered investment adviser
• Phone: 540-461-3321
• Latest filing: 2026-03-11
• Regulatory AUM: $89.5M
• Discretionary AUM: $89.5M
• Clients: 1
• Accounts: 214

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 115164 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search