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Trail Ridge Investment Advisors, LLC

● SEC registered since 2018CRD 284741SEC# 801-114051Fort Collins, CO
Export (members)
Reg. AUM
$294.3M
Employees
13
Accounts
413
Location
Fort Collins, CO

Trail Ridge Investment Advisors, LLC assets under management

Trail Ridge Investment Advisors, LLC is an investment advisory firm registered with the SEC based in Fort Collins, CO. The firm has been registered since 2018. It reports $294.3 million in regulatory assets under management and employs 13 people.
www.trailridgewm.comView on SEC.gov ↗

Trail Ridge Investment Advisors, LLC owners & executives

11 reported
NameTitleOwnershipSince
David Chadwick Jones ControlChief Planning Officer10-25%2016
David Charles Jordan ControlChief Investment OfficerUnder 5%2019
Jeffrey Blaine Kadavy ControlChief Compliance Officer25-50%2017
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Frequently asked questions

How much does Trail Ridge Investment Advisors, LLC manage?

Trail Ridge Investment Advisors, LLC reports $294.3 million in regulatory assets under management on its Form ADV.

How many employees does Trail Ridge Investment Advisors, LLC have?

Trail Ridge Investment Advisors, LLC reports 13 employees.

Where is Trail Ridge Investment Advisors, LLC located?

Trail Ridge Investment Advisors, LLC is based in Fort Collins, CO and has been SEC-registered since 2018.

Does Trail Ridge Investment Advisors, LLC disclose fund performance?

Trail Ridge Investment Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2020 Caribou Drive, Suite 102, Fort Collins, CO 80525
Phone970 305-5150
Fax970 305-4940
Office hours9:00a.m.-5:00p.m.
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$289M
Non-discretionary$5.3M
Total (RAUM)$294.3M