# TRG ADVISORS, INC.

TRG ADVISORS, INC. of LAKEWOOD RANCH, FL is an SEC-registered investment adviser.

## Registration

- CRD: 297171
- Type: SEC-registered investment adviser
- SEC file number: 801-113776
- Location: 8470 ENTERPRISE CIRCLE, SUITE 110, LAKEWOOD RANCH, FL, 34202
- Phone: 716-204-7610
- Latest filing: 2025-03-29
- Regulatory AUM: $547.7M
- Discretionary AUM: $100.9M
- Non-discretionary AUM: $446.7M
- Clients: 3
- Accounts: 206

## Business model

- Compensation: % of AUM, Hourly
- Clients served: Individuals, High net worth, Pensions

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| Paul Shaughnessy Duggan | PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| DUGGAN PAUL SHAUGHNESSY | PRESIDENT/CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/297171/brochure
- Similar advisers: https://search.stillhousedata.com/firm/297171/similar
- Related entities: https://search.stillhousedata.com/firm/297171/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/297171

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.