Peter Bowen Loritz

Employer firm

Trail Ridge Investment Advisors, LLC CRD 284741

$353M regulatory AUM 8 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2016 → 03/2017
  First National Bank Of Omaha
  Fort Collins, CO
• 03/2017 → Present
  Trail Ridge Wealth Management, Inc.
  Fort Collins, CO
• 03/2017 → Present
  Trail Ridge Investment Advisors, Llc
  Fort Collins, CO
• 06/2017 → Present
  Trail Ridge Trust Company, Llc
  Fort Collins, CO

Other Businesses

Mr. Peter Loritz is a volunteer Board Member of the Spring Creek Farms North Homeowners Association from 10/2020 in Fort Collins, CO. The address for the Spring Creek Farms North Homeowners Association is c/o Kellison, 201 E. 4th Street #130, Loveland, CO 80537. Mr. Loritz's board service is non-investment related and he spends approximately 1 hour per month outside of securities trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-02-03