TRAIL RIDGE INVESTMENT ADVISORS, LLC

2020 Caribou Drive
Suite 102
Fort Collins, Colorado 80525
Tel: 970 305-5150

About TRAIL RIDGE INVESTMENT ADVISORS, LLC

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.

Firm Information

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

Fee Structure

A percentage of AUM
Hourly charges
Other (FINANCIAL PLANNING SUBSCRIPTION FEES)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	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

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PUBLIC TRUST ADVISORS, LLC 717 17th Street, Suite 1850 Denver, CO, 80202	$81,139,239,094	82	81
TRANSAMERICA ASSET MANAGEMENT, INC. 1801 California Street, Suite 5200 Denver, CO, 80202	$65,938,129,807	135	60
EMPOWER CAPITAL MANAGEMENT, LLC 8515 East Orchard Road 2t3 Greenwood Village, CO, 80111	$64,880,528,684	154	305

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