← Back to searchVisit website
TRAILHEAD PLANNERS, LLC
CRD 284610 · SEC 801-129254
5151 EDINA INDUSTRIAL BLVD., SUITE 200, EDINA, MN, 55439, United States
Phone
503-773-9682
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$188.4M
Discretionary AUM
$188.4M
Team
4 total employees; 3 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-01-28
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 108 | $57.4M |
| High net worth individuals | 43 | $130.2M |
States served
CA, MN, OR, TX
All web addresses on file
Official SEC filing: View on IAPD