Trail Ridge Investment Advisors, LLC

RIASEC RegisteredEst. 2018
Total AUM
$353M
Discretionary
$346M
98% of AUM
Avg account
$759K
Accounts
465
Employees
11
Advisory reps
8

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

FINTRX

Overview

Trail Ridge Investment Advisors, LLC operates as an independent registered investment adviser, in business since 2018. The firm serves individual and family clients as well as institutional accounts, delivering financial planning and discretionary portfolio management for individuals, small businesses, and institutions. Compensation structures include a percentage-of-AUM fee schedule plus hourly and other charge arrangements. Trail Ridge does not act as a capital allocator or a pension consultant, is not positioned as an active ESG investor, and is not a multi-state adviser. The firm lists an industry affiliation with a trust company and appears to rely on outside managers for specialty exposures rather than running pooled private funds.

Assets & Accounts

Public Holdings

Investments & Alternatives

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Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 47%, Exchange Traded Equities 35%, Investment Grade Corp Bonds 10%, Cash & Cash Equivalents 6%, US Government Bonds 1%, Private Funds 1%47%
  • Public Funds/Mutual Funds47%
  • Exchange Traded Equities35%
  • Investment Grade Corp Bonds10%
  • Cash & Cash Equivalents6%
  • US Government Bonds1%

Owners & executives

3 of 4
  • Mark Kerwood

    Mark Kerwood

    Chief Financial OfficerCRD 6759249

  • Peter Loritz

    Peter Loritz

    Chief Fiduciary OfficerCRD 6727336

  • David Jones

    David Jones

    Chief Planning OfficerCRD 6710729

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Contacts

3 of 4
  • Jack Mannschreck

    Jack Mannschreck

    Investment Operations AnalystCRD 7439318

  • Jennifer Sherman

    Jennifer Sherman

    DirectorCRD 7272688

  • Jeffrey Kadavy

    Jeffrey Kadavy

    PresidentCRD 5735756

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 43

Active vs passive

$139M in ETFs

Passive

84%

$116M

Active

16%

$22.7M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES MSCI EMERGING MARKETS EX CHINA ETF (EMXC)BlackRockPassiveDiversified Emerging Mkts$27.1M264,92319.54%
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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth