TRAIL RIDGE INVESTMENT ADVISORS, LLC of FORT COLLINS, CO is an SEC-registered investment adviser (CRD 284741). Regulatory assets under management: $352.9M.
Compensation: % of AUM, Hourly, Other.
Clients served: Individuals, High net worth, Pooled vehicles.
| Name | Role | Location |
|---|---|---|
| David Chadwick Jones | CHIEF PLANNING OFFICER | — |
| Jeffrey Blaine Kadavy | CHIEF COMPLIANCE OFFICER; PRESIDENT AND CEO | — |
| Mark Kenneth Kerwood | CHIEF FINANCIAL OFFICER; INVESTMENT STRATEGIST | — |
| Peter Bowen Loritz | CHIEF FIDUCIARY OFFICER; PRINCIPAL | — |
| Jacqueline C Zipser | BOARD MEMBER | — |
| David Charles Jordan | CHIEF INVESTMENT OFFICER | — |
| JORDAN DAVID CHARLES | CHIEF INVESTMENT OFFICER | — |
| Jones David Chadwick | CHIEF PLANNING OFFICER | — |
| Kadavy Jeffrey Blaine | CHIEF COMPLIANCE OFFICER; PRESIDENT & CEO | — |
| Kerwood Mark Kenneth | CHIEF FINANCIAL OFFICER; CHIEF INVESTMENT OFFICER; INVESTMENT STRATEGIST | — |
| Loritz Peter Bowen | CHIEF FIDUCIARY OFFICER; PRINCIPAL | — |
| Zipser Jacqueline C | BOARD MEMBER | — |
| City | State | Employees | Phone |
|---|---|---|---|
| DENVER | CO | 4 | (720) 577-4310 |
| DENVER | CO | 4 | (720) 577-4310 |