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Jeffrey Blaine Kadavy

TRAIL RIDGE INVESTMENT ADVISORS, LLC·FORT COLLINS, Colorado
Unclaimed Profile
2020 CARIBOU DRIVE, FORT COLLINS, CO 80525CRD# 5735756Firm CRD# 284741
01

About

Jeffrey Blaine Kadavy 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# 5735756
Firm CRD# 284741
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jeffrey Blaine Kadavy offer?
Jeffrey Blaine Kadavy specializes in Financial Planning, Investment Management. Contact their office in FORT COLLINS, Colorado for a consultation.
What are Jeffrey Blaine Kadavy's credentials?
Jeffrey Blaine Kadavy is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffrey Blaine Kadavy located?
Jeffrey Blaine Kadavy 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 Jeffrey Blaine Kadavy charge for services?
Jeffrey Blaine Kadavy'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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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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