| Name | Title | Ownership | Since |
|---|---|---|---|
| Courtney Elizabeth Ranstrom Control | Managing Member And Chief Compliance Officer | 25-50% | 2016 |
| Morgan Kent Ranstrom Control | Managing Member | 25-50% | 2016 |
| William Patrick Mulvahill Control | Managing Member | 25-50% | 2020 |
Trailhead Planners, LLC reports $149.4 million in regulatory assets under management on its Form ADV.
Trailhead Planners, LLC reports 4 employees.
Trailhead Planners, LLC is based in Edina, MN and has been SEC-registered since 2024.
Trailhead Planners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 5151 Edina Industrial Blvd., Suite 200, Edina, MN 55439 |
| Phone | 503-773-9682 |
| Office hours | 5-Aug |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
| Discretionary | $149.4M |
| Non-discretionary | $0 |
| Total (RAUM) | $149.4M |