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Trail Ridge Investment Advisors, LLC CRD 284741
$353M regulatory AUM 8 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
2020 Caribou Drive Suite 102, Fort Collins, CO 80525 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-06-20 |
| CO | RA | APPROVED | 2016-11-07 |
Branch Locations
2020 Caribou Drive Suite 102, Fort Collins, CO 80525 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Colorado State University | Fort Collins | CO | 02/2015 | 03/2018 |
| Trail Ridge Investment Advisors, Llc | Fort Collins | CO | 03/2017 | Present |
| Trail Ridge Wealth Management, Inc. | Fort Collins | CO | 03/2017 | Present |
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