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 $249,927,549 assets under management, offering retirement planning & investment advisory services to 369 clients. The firm is staffed with 7 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 284741 |
SEC# | 801-114051 |
Assets Managed by Firm | $249,927,549 |
No. of Clients | 369 |
No. of Advisors | 7 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 369 | $249,927,549 |
Individuals (other than high net worth individuals) | 78 | $28,172,093 |
High net worth individuals | 44 | $154,971,129 |
Charitable organizations | 4 | $8,268,022 |
Corporations or other businesses | 59 | $48,213,922 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$239,345,489,058 | 6602 | 978 | |
$134,279,160,181 | 188739 | 766 | |
$81,139,239,094 | 82 | 81 | |
$65,938,129,807 | 135 | 60 | |
$64,880,528,684 | 154 | 305 |
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