Trail ridge investment advisors
SpletTRAIL RIDGE INVESTMENT ADVISORS, LLC - Investment Adviser Firm An official website of the United States Government Investment Adviser Public Disclosure Investment … SpletTrail Ridge Investment Advisors, LLC is a large advisory firm based in Fort Collins. It manages $102.24 million of regulatory assets for 130 client accounts. It has been …
Trail ridge investment advisors
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SpletTrail Ridge Investment Advisors is an investment fund managing more than $151 million ran by Ivan Barretto. There are currently 100 companies in Mr. Barretto’s portfolio. The largest investments include Ishares Tr and Apple Inc , together worth $40.1 million. SpletInvestment Management, Wealth Planning, Estate Planning, Financial Planning, and Trust Services Locations Primary 2024 Caribou Dr Suite 102 Fort Collins, Colorado 80525, US …
SpletFirm Details for TRAIL RIDGE INVESTMENT ADVISORS, LLC, Location: Colorado, AUM = 248684722.00, Last Form ADV Filed : 24-March-2024, Officers: Kerwood, Mark, Kenneth ... SpletTrail Ridge Investment Advisors, LLC is a firm with its principal office and place of business in Fort Collins, CO. As of the date of the firm's most recently-filed Form ADV, the firm reported $189,726,123 million in regulatory assets under management. As of the date of Trail Ridge Investment Advisors, LLC most recently-filed Form ADV, the firm ...
SpletAbout TRAIL RIDGE INVESTMENT ADVISORS, LLC TRAIL RIDGE INVESTMENT ADVISORS, LLC is a Fort Collins, Colorado based financial advisory firm with nearly $248,684,722 in assets under management and provides investment advisory services for 287 clients. There are currently 7 financial advisors at the firm. SpletHeatmaps of the top 13f holdings and a list of the largest trades made by Trail Ridge Investment Advisors LLC, the hedge fund managed by Trail Ridge Investment Advisors …
Splet23. feb. 2024 · Trail Ridge Investment Advisors LLC lessened its holdings in shares of The Home Depot, Inc. (NYSE:HD – Get Rating) by 2.5% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 7,322 shares of the home improvement retailer’s stock after selling 190 shares […]
SpletTrail Ridge Investment Advisors, LLC (CRD# 284741) is a financial advisory firm headquartered in Fort Collins, CO. They manage $248,684,722 in 287 accounts and serve … crowe manufacturingSpletDavid Jones (CRD# 6710729) is an Investment Advisor Representative working at Trail Ridge Investment Advisors, LLC in Fort Collins, CO and has 1 year of experience in the finance industry. David Jones has taken additional exams to become a Certified Financial Planner (CFP®).CFP professionals must pass the comprehensive CFP Certification … building and planning applicationsSpletTrail Ridge Investment Advisors LLC Info: Size ($ in 1000's) At 12/31/2024: $145,278 At 09/30/2024: $151,387 Trail Ridge Investment Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Trail Ridge Investment Advisors LLC 13F filings. crowe marine eatonton gaSpletTrail Ridge Investment Advisors LLC is legally known as TRAIL RIDGE INVESTMENT ADVISORS, LLC. It is a WY Limited Liability Company. This firm has 5 employees, of which 5 are employees in advisory roles. The number of clients served by it is unknown. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as ... building and planning act 2020SpletJeffrey Kadavy (CRD# 5735756) is an Investment Advisor Representative working at Trail Ridge Investment Advisors, LLC in Fort Collins, CO and has over 13 years of experience in the finance industry. Similar Advisors. Similar Advisors. Christina M. Abbey CRD# 6262403 Raymond James & Associates, Inc. building and planning officeSpletTrail Ridge Investment Advisors, LLC is a firm with its principal office and place of business in Fort Collins, CO. As of the date of the firm's most recently-filed Form ADV, the firm … crowe management consultingSpletTrail Ridge Investment Advisors, LLC ownership in CB / Chubb Ltd - 13F, 13D, 13G Filings - Fintel.io. Fintel ... crowe manchester