2020 Caribou Drive
Suite 102
Fort Collins, Colorado 80525
Tel: 970 305-5150
TRAIL RIDGE INVESTMENT ADVISORS, LLC, formally registered with the SEC as TRAIL RIDGE INVESTMENT ADVISORS, LLC. The firm was established in 09/25/2018. They have over 2 offices throughout the country.
TRAIL RIDGE INVESTMENT ADVISORS, LLC is a Fort Collins, Colorado based Financial Planning firm with nearly $213,586,916 assets under management, offering retirement planning & investment advisory services to 331 clients. The firm is staffed with 7 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 284741 |
SEC# | 801-114051 |
Assets Managed by Firm | $213,586,916 |
No. of Clients | 331 |
No. of Advisors | 7 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 331 | $213,586,916 |
Individuals (other than high net worth individuals) | 66 | $21,965,832 |
High net worth individuals | 43 | $143,584,754 |
Charitable organizations | 3 | $7,103,796 |
Corporations or other businesses | 44 | $40,932,534 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$203,245,721,760 | 6667 | 1061 | |
$116,213,253,377 | 236022 | 874 | |
$64,938,342,319 | 89 | 78 | |
$63,514,278,950 | 136 | 59 | |
$54,431,410,714 | 101 | 260 |
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