Trail Ridge Investment Advisors, LLC

RIASEC Registered
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 is an independent, limited liability registered investment adviser that has been SEC-registered since 2018. The firm provides financial planning and discretionary portfolio management for individuals, families and institutional clients, and also manages accounts for small businesses. Its billing mixes AUM-based fees with hourly charges and other arrangements. Trail Ridge reports an affiliation with a trust company and does not present itself as an ESG-focused manager.

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
  • David Jordan

    David Jordan

    Chief Investment Officer, Senior Portfolio ManagerCRD 4399288

  • David Jones

    David Jones

    Chief Planning OfficerCRD 6710729

  • Peter Loritz

    Peter Loritz

    Chief Fiduciary OfficerCRD 6727336

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Contacts

3 of 4
  • Jeffrey Kadavy

    Jeffrey Kadavy

    PresidentCRD 5735756

  • Jennifer Sherman

    Jennifer Sherman

    DirectorCRD 7272688

  • David Trigg

    Investment Adviser RepresentativeCRD 7497532

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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 48

Active vs passive

$139M in ETFs

Passive

87%

$121M

Active

12%

$18M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES MSCI EMERGING MARKETS EX CHINA ETF (EMXC)BlackRockPassiveDiversified Emerging Mkts$26.6M268,30619.06%
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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