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HIGH TRAIL CAPITAL

80 River Street
Suite 4c
Hoboken, New Jersey 07030
Tel: 917-414-1733

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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 StatusApproved
Firm CRD#305245
SEC#801-119131
Assets Managed by Firm$496,776,012
No. of Clients6
No. of Advisors3

Fee Structure

  • Fixed fees
  • Performance Based

Advisory Services Provided

  • Portfolio management for pooled investment vehicles

Firm Client Information

No. of ClientsAUM
Firm Total6$496,776,012

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