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George John Gerner

TRG Capital Management, Inc.

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About George John Gerner

George John Gerner is an investment advisor representative with TRG Capital Management, Inc., a firm that provides financial planning, investment management, and other advisory services to individuals, businesses, and pooled investment vehicles. George Gerner is registered with the states of Florida, New York, and North Carolina. TRG Capital Management, Inc. has offices in Johnson City, NY and Hutchinson Island, FL. George Gerner has been in the industry since January of 2013.

Firm Information

George Gerner 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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George Gerner’s Registration & Firm History

NY

01/31/2013 - Present

TRG Capital Management, Inc. (JOHNSON CITY NY)

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Licenses & Designations

IA

Issued 11/29/2012

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for George John Gerner.
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