T/R FINANCIAL MANAGEMENT GROUP, LLC

T/R FINANCIAL MANAGEMENT GROUP, LLC is an SEC-registered investment adviser (CRD 117102). Regulatory assets under management: $26.5M.

Registration

• CRD: 117102
• Type: Registered investment adviser
• Phone: 202-421-4466
• Latest filing: 2026-03-25
• Regulatory AUM: $26.5M
• Discretionary AUM: $26.5M
• Clients: 2
• Accounts: 154

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 117102 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search