TWO TRAILS FINANCIAL PLANNING

TWO TRAILS FINANCIAL PLANNING is an SEC-registered investment adviser (CRD 332553). Regulatory assets under management: $40.9M.

Registration

• CRD: 332553
• Type: Registered investment adviser
• Phone: 303-591-7116
• Latest filing: 2026-04-21
• Regulatory AUM: $40.9M
• Discretionary AUM: $40.9M
• Clients: 1
• Accounts: 144

Business model

Compensation: Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 332553 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search