Trail Ridge Investment Advisors, LLC
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 284741
- SEC number
- 801-114051
- Firm type
- RIA
- Assets under management
- $352.9M as of Mar 9, 2026
- Website
- www.trailridgewm.com ↗
- Phone
- 970 305-5150
- Address
- 2020 Caribou Drive, Fort Collins, CO, 80525
Advisors at this firm
8 in our index · page 1 of 1
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David Charles JordanCRD 4399288 · Fort Collins, COIA Registered
-
David Chadwick JonesCRD 6710729 · Fort Collins, COIA Registered
-
Jeffrey Blaine KadavyCRD 5735756 · Fort Collins, COIA Registered
-
Mark Kenneth KerwoodCRD 6759249 · Fort Collins, COIA Registered
-
Peter Bowen LoritzCRD 6727336 · Fort Collins, COIA Registered
-
Jack Eugene MannschreckCRD 7439318 · Fort Collins, COIA Registered
-
Jennifer Collins ShermanCRD 7272688 · Fort Collins, COIA Registered
-
David Andrew TriggCRD 7497532 · Fort Collins, COIA Registered
1–8 of 8
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 284741 ↗
FINRA BrokerCheck record for firm CRD 284741 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.