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David Chadwick Jones

TRAIL RIDGE INVESTMENT ADVISORS, LLC·FORT COLLINS, Colorado
Unclaimed Profile
2020 CARIBOU DRIVE, FORT COLLINS, CO 80525CRD# 6710729Firm CRD# 284741
01

About

David Chadwick Jones is a registered financial advisor based in FORT COLLINS, Colorado, affiliated with TRAIL RIDGE INVESTMENT ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
TRAIL RIDGE INVESTMENT ADVISORS, LLC
TRAIL RIDGE INVESTMENT ADVISORS, LLC
AUM
$250M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at TRAIL RIDGE INVESTMENT ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Other: FINANCIAL PLANNING SUBSCRIPTION FEES
Regulatory
SEC/IARD CRD# 6710729
Firm CRD# 284741
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does David Chadwick Jones offer?
David Chadwick Jones specializes in Financial Planning, Investment Management. Contact their office in FORT COLLINS, Colorado for a consultation.
What are David Chadwick Jones's credentials?
David Chadwick Jones is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Chadwick Jones located?
David Chadwick Jones is based in FORT COLLINS, Colorado, working with TRAIL RIDGE INVESTMENT ADVISORS, LLC. Their office serves clients in the FORT COLLINS metropolitan area and surrounding communities.
How does David Chadwick Jones charge for services?
David Chadwick Jones's firm is compensated through percentage of aum, hourly charges, other: financial planning subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TRAIL RIDGE INVESTMENT ADVISORS, LLC?
TRAIL RIDGE INVESTMENT ADVISORS, LLC has approximately 7 employees and manages $250M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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David Anthony Mascio — DELLA PAROLA CAPITAL MANAGEMENT, LLCJames Patrick Cosner — COSNER FINANCIAL GROUP, LLCRyan Patrick Cosner — COSNER FINANCIAL GROUP, LLCAustin Gene Kelly — COSNER FINANCIAL GROUP, LLCShawn William Dunnigan — DELLA PAROLA CAPITAL RESEARCH, LLC
Nearby cities in Colorado
DENVER (1269)GREENWOOD VILLAGE (262)BOULDER (238)COLORADO SPRINGS (134)CENTENNIAL (67)
City Guides
DENVER GuideGREENWOOD VILLAGE GuideBOULDER GuideCOLORADO SPRINGS GuideCENTENNIAL Guide
Research
Advisor Fees in ColoradoNational Fee Analysis
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