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David Charles Jordan

TRAIL RIDGE INVESTMENT ADVISORS, LLC·FORT COLLINS, Colorado
Clean record8 years registeredTRAIL 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 · 8 years registered
Brand Profile
Not yet started
01

Career History

TRAIL RIDGE INVESTMENT ADVISORS, LLC
Apr 2018 – present
02

Registrations & Exams

Registration record
First registered · April 26, 2018
Years registered · 8
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
TRAIL RIDGE INVESTMENT ADVISORS, LLC
CRD 284741 · SEC 801-114051
AUM
$250M
Regulatory assets under management
Employees
7
369 client accounts
Services offered by TRAIL RIDGE INVESTMENT ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at TRAIL RIDGE INVESTMENT ADVISORS, LLC →
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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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Other Advisors at TRAIL RIDGE INVESTMENT ADVISORS, LLC

David Chadwick Jones
FORT COLLINS, CO
Mark Kenneth Kerwood
FORT COLLINS, CO
Peter Bowen Loritz
FORT COLLINS, CO
Jeffrey Blaine Kadavy
FORT COLLINS, CO

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