TRAIL RIDGE INVESTMENT ADVISORS, LLC

FORT COLLINS, Colorado·6 registered advisors·CRD# 284741
SEC# 801-1140511970 305-5150
01

Firm Overview

AUM
$250M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
6
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
Other: FINANCIAL PLANNING SUBSCRIPTION FEES
03

Specialties

Financial PlanningInvestment Management
04

Advisors at TRAIL RIDGE INVESTMENT ADVISORS, LLC

6 registered advisors
David Chadwick Jones
FORT COLLINS, Colorado
David Charles Jordan
FORT COLLINS, Colorado
Jacqueline C Zipser
FORT COLLINS, Colorado
Jeffrey Blaine Kadavy
FORT COLLINS, Colorado
Mark Kenneth Kerwood
FORT COLLINS, Colorado
Peter Bowen Loritz
FORT COLLINS, Colorado
05

Office Locations

FORT COLLINS, Colorado
6 advisors

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Data sourced from SEC Form ADV filings. TRAIL RIDGE INVESTMENT ADVISORS, LLC (CRD# 284741) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.