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FIRM PROFILE
Overview
TRG FINANCIAL, INC. is located at 8470 Enterprise Circle Suite 110, Amherst, NY 14221 and was first established at Florida, New York in 07/23/1997. After operating for 28 years, TRG FINANCIAL, INC. has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of TRG FINANCIAL, INC.’s clients are individuals and 0% of their clients are high net worth individuals. TRG FINANCIAL, INC. has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at TRG FINANCIAL, INC. are registered to handle securities or provide financial advice. The firm has 0 disclosures, 0 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access TRG FINANCIAL, INC.‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at TRG FINANCIAL, INC.. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.
Where the Statistical Data for TRG FINANCIAL, INC. Comes From
Understanding the Statistics for TRG FINANCIAL, INC. and How They Compare to Other Firms Through Our Analysis
Total Client Assets:
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FIRM INFORMATION
8470 Enterprise Circle Suite 110, Amherst, NY 14221
8470 Enterprise Circle Suite 110, Lakewood Ranch, FL 34202
Small
(716) 204-7610
New York since 07/23/1997
Corporation
December
FIRM DOCUMENTS
Part 2 Brochures
DIRECT OWNERS & EXECUTIVE OFFICERS
The Importance of Understanding a Firm’s Role when Evaluating an Advisor
How Do I Determine Which Firm to Work With?
Advisor's working at TRG FINANCIAL, INC.
Jonathan Richard Duggan
Paul Shaughnessy Duggan
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