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Building 2TRAIL RIDGE INVESTMENT ADVISORS, LLC

Map pinFORT COLLINS, CO
Phone970 305-5150
NotebookSEC #801-114051
Total AUM
$352.9M
Employees
11
Clients
230

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2020 CARIBOU DRIVE
SUITE 102
FORT COLLINS
CO 80525
United States
Operating Hours
9:00AM-5:00PM
Monday - Friday
Phone
970 305-5150
Other Offices
1

ReceiptFinancials

Total AUM
$352.9M
Accounts
465
Discretionary
$346.3M
Accounts
460
Non-Discretionary
$6.6M
Accounts
5

ContactClients

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Individual Clients
107
AUM
$49M
HNW Individual Clients
51
AUM
$192.6M
Charitable Organization Clients
3
AUM
$10.7M
Insurance Company Clients
1
AUM
$14.8M
Other Clients
68
AUM
$85.8M
Description of Other Clients
IRREVOCABLE TRUSTS FOR WHICH THE FIRM MANAGES TRUST INVESTMENTS.

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
FINANCIAL PLANNING SUBSCRIPTION FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
COTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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