TRG Investment Advisors

EST. AUM
$167,124,586

CONTACTS
3

CLIENT ACCOUNTS
413

Firm Details

Metro area Burlington, VT
CRD Number 315629
Website therichardsgrp.com
Client types

Overview

The Richards Group, established in 1867, is a family-owned independent firm providing insurance, employee benefits, and financial services. Located in Vermont, the firm serves over 20,000 clients in Vermont, New Hampshire, and Massachusetts with a team of approximately 148 professionals. The firm works with a network of insurance carriers to offer a range of coverage options for individuals, families, and businesses. It also provides services in employee benefits, asset management, and retirement planning. Client services are tailored to address specific needs, focusing on risk reduction, loss control, compliance, and cost management.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

TRG Investment Advisors

Platform Details

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