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TRAIL RIDGE INVESTMENT ADVISORS, LLC

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

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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 StatusApproved
Firm CRD#284741
SEC#801-114051
Assets Managed by Firm$249,927,549
No. of Clients369
No. of Advisors7

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 ClientsAUM
Firm Total369$249,927,549
Individuals (other than high net worth individuals)78$28,172,093
High net worth individuals44$154,971,129
Charitable organizations4$8,268,022
Corporations or other businesses59$48,213,922

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