Trg Investment Advisors, LLC
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 315629
- SEC number
- 801-122090
- Firm type
- RIA
- Assets under management
- $167.1M as of May 21, 2026
- Website
- www.linkedin.com/in/ben-taggard-704176b9 ↗
- Phone
- 800-222-6016
- Address
- 1705 Seventeenth Street, Denver, CO, 80202
Advisors at this firm
6 in our index · page 1 of 1
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Steven Thomas BurnettCRD 4458946 · West Lebanon, NHIA RegisteredRegistration inactive
-
Dennis Mark GambinoCRD 6793488 · West Lebanon, NHIA RegisteredRegistration inactive
-
Tracey Lynn JohnCRD 7670074 · Denver, COIA Registered
-
Allisyn LambertCRD 6690564 · Denver, COIA RegisteredRegistration inactive
-
Benjamin Walker TaggardCRD 3107547 · Denver, COIA RegisteredRegistration inactive
-
Clinton Tyler WoodCRD 5733324 · Burlington, VTIA RegisteredRegistration inactive
1–6 of 6
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 315629 ↗
FINRA BrokerCheck record for firm CRD 315629 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.