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Edward Longstrom

TRG Capital Management, Inc.

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About Edward Longstrom

Edward Longstrom is an investment advisor representative at TRG Capital Management, Inc. Edward is registered to provide investment advice in New York and South Carolina. Edward has been a licensed investment advisor representative since 2014. Edward has a Series 65 license. In addition to Edward's role as an investment advisor representative, Edward is also president of Inorbit Consulting Corp., an IT consulting firm. Edward has experience providing IT consulting services to a variety of clients, including businesses and individuals.

Firm Information

Edward Longstrom is currently registered with TRG Capital Management, Inc.. TRG Capital Management, Inc. is an investment advisor that provides portfolio management services for individuals, businesses, and pooled investment vehicles. The firm manages approximately $97.18 million in assets for a total of 355 clients. TRG Capital Management, Inc. is registered with the SEC and has a presence on Facebook, LinkedIn, and its own website.

$97.18M

Assets Under Management

Not reported

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Edward Longstrom’s Registration & Firm History

SC

08/14/2023 - Present

TRG Capital Management, Inc. (Greer SC)

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Licenses & Designations

IA

Issued 10/31/2014

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Edward Longstrom.
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