TRAIL RIDGE INVESTMENT ADVISORS, LLC
Firm details
- Headquarters
- FORT COLLINS, Colorado
- CRD number
- 284741
- Registered since
- September 25, 2018
- Website
- www.trailridgewm.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Other
- Client types
- HNWI54.58%
- Other24.31%
- Individuals13.89%
- Insurance Companies4.19%
- Charitable Organizations3.03%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Trail Ridge Investment Advisors, LLC is an independent registered investment adviser that provides financial planning and discretionary portfolio management to individuals, families and institutional clients. The firm, organized as an LLC and SEC-registered since 2018, charges fees based on a percentage of assets under management and also uses hourly and other fee arrangements. Its stated advisory services include financial planning and portfolio management for individuals, small businesses and institutional entities. Trail Ridge does not identify as an active ESG investor and is not structured as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds47%
- Exchange Traded Equities35%
- Investment Grade Corp Bonds10%
- Cash & Cash Equivalents6%
- US Government Bonds1%
Owners & executives
3 of 4Mark Kerwood
Chief Financial OfficerCRD 6759249
Peter Loritz
Chief Fiduciary OfficerCRD 6727336
David Jones
Chief Planning OfficerCRD 6710729
Contacts
3 of 4Jack Mannschreck
Investment Operations AnalystCRD 7439318
Jennifer Sherman
DirectorCRD 7272688
Jeffrey Kadavy
PresidentCRD 5735756
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 41Active vs passive
$122M in ETFs
83%
$101M
16%
$20.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| GOLDMAN SACHS ACTIVEBETA(R) INTERNATIONAL EQUITY ETF (GSIE) | Goldman Sachs | Passive | Foreign Large Blend | $22.4M | 520,439 | 18.41% |
Location
FORT COLLINS, CO
LARIMER
Location
FORT COLLINS, CO
Headquartered in FORT COLLINS, CO, in the West of the United States.
- Region
- West
- County
- LARIMER
- Address
- 2020 Caribou Dr
- Time zone
- MT (UTC-7)
- Office locations
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