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HIGH TRAIL CAPITAL
80 River Street
Suite 4c
Hoboken, New Jersey 07030
Tel: 917-414-1733
About HIGH TRAIL CAPITAL
HIGH TRAIL CAPITAL, formally registered with the SEC as HIGH TRAIL CAPITAL. The firm was established in 08/07/2020. They have over 1 offices throughout the country.
HIGH TRAIL CAPITAL is a Hoboken, New Jersey based Financial Planning firm with nearly $496,776,012 assets under management, offering retirement planning & investment advisory services to 6 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 305245 |
| SEC# | 801-119131 |
| Assets Managed by Firm | $496,776,012 |
| No. of Clients | 6 |
| No. of Advisors | 3 |
Fee Structure
- Fixed fees
- Performance Based
Advisory Services Provided
- Portfolio management for pooled investment vehicles
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 6 | $496,776,012 |
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