Trail Ridge Investment Advisors, LLC

Trail Ridge Investment Advisors, LLC (CRD# 284741) is a financial advisory firm headquartered in Fort Collins, CO. They manage $249,927,549 in 369 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
2020 Caribou Drive, Suite 102, Fort Collins, CO 80525
https://www.trailridgewm.com/
By the Numbers
  • Total Assets Under Management
    250
    MILLION
  • Total Number of Accounts
    369
    ACCOUNTS
  • Average Account Value
    $677,310
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CO, TX, WY

Financial Advisors at Trail Ridge Investment Advisors, LLC
Showing 1 - 8 of 8 top financial advisors.
1
David Jones, financial advisor Fort Collins CO
David C. Jones
CRD#: 6710729
2020 Caribou Drive, Suite 102, Fort Collins, CO 80525

David Jones (CRD# 6710729) is an Investment Advisor Representative working at Trail Ridge Investment Advisors, LLC in Fort Collins, CO and has 1 year of experience in the finance industry.

2
David Jordan, financial advisor Fort Collins CO
David C. Jordan
CRD#: 4399288
2020 Caribou Drive, Suite 102, Fort Collins, CO 80525

David Jordan (CRD# 4399288) is an Investment Advisor Representative working at Trail Ridge Investment Advisors, LLC in Fort Collins, CO and has 1 year of experience in the finance industry.

3
Jeffrey Kadavy, financial advisor Fort Collins CO
Jeffrey B. Kadavy
CRD#: 5735756
2020 Caribou Drive, Suite 102, Fort Collins, CO 80525

Jeffrey Kadavy (CRD# 5735756) is an Investment Advisor Representative working at Trail Ridge Investment Advisors, LLC in Fort Collins, CO and has over 14 years of experience in the finance industry.

4
Mark Kerwood, financial advisor Fort Collins CO
Mark K. Kerwood
CRD#: 6759249
2020 Caribou Drive, Suite 102, Fort Collins, CO 80525

Mark Kerwood (CRD# 6759249) is an Investment Advisor Representative working at Trail Ridge Investment Advisors, LLC in Fort Collins, CO and has 1 year of experience in the finance industry.

5
Peter Loritz, financial advisor Fort Collins CO
Peter B. Loritz
CRD#: 6727336
2020 Caribou Drive, Suite 102, Fort Collins, CO 80525

Peter Loritz (CRD# 6727336) is an Investment Advisor Representative working at Trail Ridge Investment Advisors, LLC in Fort Collins, CO and has over 7 years of experience in the finance industry.

6
Jack Mannschreck, financial advisor Fort Collins CO
Jack E. Mannschreck
CRD#: 7439318
2020 Caribou Drive, Suite 102, Fort Collins, CO 80525

Jack Mannschreck (CRD# 7439318) is an Investment Advisor Representative working at Trail Ridge Investment Advisors, LLC in Fort Collins, CO and has 1 year of experience in the finance industry.

7
Jennifer Sherman, financial advisor Fort Collins CO
Jennifer C. Sherman
CRD#: 7272688
2020 Caribou Drive, Suite 102, Fort Collins, CO 80525

Jennifer Sherman (CRD# 7272688) is an Investment Advisor Representative working at Trail Ridge Investment Advisors, LLC in Fort Collins, CO and has 1 year of experience in the finance industry.

8
David Trigg, financial advisor Fort Collins CO
David A. Trigg
CRD#: 7497532
2020 Caribou Drive, Suite 102, Fort Collins, CO 80525

David Trigg (CRD# 7497532) is an Investment Advisor Representative working at Trail Ridge Investment Advisors, LLC in Fort Collins, CO and has over 2 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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