Treger & Associates LLC is an adviser based in Lexington. It manages $41.88 million of regulatory assets for 290 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdiction of Virginia.
Treger & Associates provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Treger & Associates LLC is $41.88 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 29% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Treger & Associates LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Treger & Associates LLC performs its advisory services is located at 1495 Turnpike Road, Lexington, VA 24450 The mailing address of the firm is P.O. Box 919, Lexington, VA 24450. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 540-464-1418 or by fax 540-526-9988. The normal business hours are 9:00 to 5:00 on Monday - Friday. You can find more information about the New York firm at www.financegatekeeper.com.