AdvisorOS Directory
Claim Profile
Unclaimed Profile
PL

Peter Bowen Loritz

TRAIL RIDGE INVESTMENT ADVISORS, LLC·FORT COLLINS, Colorado
Series 65Clean record9 years registeredTRAIL RIDGE INVESTMENT ADVISORS, LLC
2020 CARIBOU DRIVE, FORT COLLINS, CO 80525CRD# 6727336Firm CRD# 284741

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Peter Bowen Loritz · FORT COLLINS, CO
Registration
CRD #6727336 · TRAIL RIDGE INVESTMENT ADVISORS, LLC · 9 years registered
Brand Profile
Not yet started
01

Career History

TRAIL RIDGE INVESTMENT ADVISORS, LLC
Feb 2017 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · February 3, 2017
Years registered · 9
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 →
Introduction

Speak with Peter

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Peter is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in FORT COLLINS?

Browse all registered financial advisors in FORT COLLINS, Colorado or claim this profile if it's yours.

Browse FORT COLLINS AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Peter Bowen Loritz offer?
Peter Bowen Loritz specializes in Financial Planning, Investment Management. Contact their office in FORT COLLINS, Colorado for a consultation.
What are Peter Bowen Loritz's credentials?
Peter Bowen Loritz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Peter Bowen Loritz located?
Peter Bowen Loritz 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 Peter Bowen Loritz charge for services?
Peter Bowen Loritz'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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at TRAIL RIDGE INVESTMENT ADVISORS, LLC

David Chadwick Jones
FORT COLLINS, CO
Mark Kenneth Kerwood
FORT COLLINS, CO
David Charles Jordan
FORT COLLINS, CO
Jeffrey Blaine Kadavy
FORT COLLINS, CO

More Advisors in FORT COLLINS, Colorado

Hong Miao
DELLA PAROLA CAPITAL MANAGEMENT, LLC·FORT COLLINS, CO
Regina Marie Neenan
FINANCIAL PLANNING FORT COLLINS, LLC·FORT COLLINS, CO
Adam Edward Brunin
NAVIGATION WEALTH MANAGEMENT, INC.·FORT COLLINS, CO
Austin Gene Kelly
COSNER FINANCIAL GROUP, LLC·FORT COLLINS, CO
Eric Carl Kulberg
INSTITUTIONAL AND FAMILY ASSET MANAGEMENT, LLC·FORT COLLINS, CO
Gina Marie Waite
GROWSTRONG WEALTH STRATEGIES, LLC·FORT COLLINS, CO

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Colorado
DENVER (528)GREENWOOD VILLAGE (163)BOULDER (93)COLORADO SPRINGS (87)ENGLEWOOD (48)CENTENNIAL (42)LITTLETON (33)MONUMENT (25)LAKEWOOD (21)LONE TREE (20)
City Guides
DENVER GuideGREENWOOD VILLAGE GuideBOULDER GuideCOLORADO SPRINGS GuideENGLEWOOD Guide
Research
Advisor Fees in ColoradoNational Fee Analysis
Request removal of this profile