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TRAIL RIDGE INVESTMENT ADVISORS, LLC
CRD 284741 · SEC 801-114051
2020 CARIBOU DRIVE, SUITE 102, FORT COLLINS, CO, 80525, United States
Phone
970 305-5150
Fax
970 305-4940
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$352.9M
Discretionary AUM
$346.3M
Team
11 total employees; 8 advisory reps; 8 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; FINANCIAL PLANNING SUBSCRIPTION FEES
Org form
Limited Liability Company
Filing date
2026-03-09
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 107 | $49.0M |
| High net worth individuals | 51 | $192.6M |
| Charitable organizations | 3 | $10.7M |
| Insurance companies | 1 | $14.8M |
States served
CO, WY, TX
All web addresses on file
Official SEC filing: View on IAPD