Unclaimed Profile

David Charles Jordan

TRAIL RIDGE INVESTMENT ADVISORS, LLC·FORT COLLINS, Colorado

Clean recordTRAIL RIDGE INVESTMENT ADVISORS, LLC

2020 CARIBOU DRIVE, FORT COLLINS, CO 80525CRD# 4399288Firm CRD# 284741

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

David Charles Jordan · FORT COLLINS, CO

Registration

CRD #4399288 · TRAIL RIDGE INVESTMENT ADVISORS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

David Charles Jordan 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.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

TRAIL RIDGE INVESTMENT ADVISORS, LLC

AUM

$250M

Regulatory assets under management

Employees

Total firm employees

View all advisors at TRAIL RIDGE INVESTMENT ADVISORS, LLC →

Services

Financial planning

Portfolio management (individuals)

Background

Compensation

Percentage of AUM

Hourly charges

Other: FINANCIAL PLANNING SUBSCRIPTION FEES

Regulatory

SEC/IARD CRD# 4399288

Firm CRD# 284741

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does David Charles Jordan offer?

David Charles Jordan specializes in Financial Planning, Investment Management. Contact their office in FORT COLLINS, Colorado for a consultation.

What are David Charles Jordan's credentials?

David Charles Jordan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David Charles Jordan located?

David Charles Jordan 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 Charles Jordan charge for services?

David Charles Jordan'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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