Trail Ridge Investment Advisors LLC
Legal Name: TRAIL RIDGE INVESTMENT ADVISORS, LLC
Full Contact Details
Trail Ridge Investment Advisors LLC
970 305-5150
N/A
Other Info
Trail Ridge Investment Advisors LLC, a WY Limited Liability Company, employs 5 individuals, all in advisory roles. The number of clients they serve is unknown. Their SEC status is approved, with a registration date of Sep 25, 2018.
Direct Owners
-
DAVID CHADWICK JONES
CHIEF PLANNING OFFICER owns more than 10% but less than 25%
-
JACQUELINE C ZIPSER
BOARD MEMBER owns more than 10% but less than 25%
-
JEFFREY BLAINE KADAVY
CHIEF COMPLIANCE OFFICER owns more than 25% but less than 50%
-
MARK KENNETH KERWOOD
CHIEF INVESTMENT OFFICER owns more than 10% but less than 25%
-
PETER BOWEN LORITZ
PRINCIPAL owns more than 10% but less than 25%
Indirect Owners
-
DAVID CHADWICK JONES
CHIEF PLANNING OFFICER
-
JACQUELINE C ZIPSER
BOARD MEMBER
-
JEFFREY BLAINE KADAVY
PRESIDENT & CEO owns more than 25% but less than 50%
-
MARK KENNETH KERWOOD
CHIEF FINANCIAL OFFICER
-
PETER BOWEN LORITZ
CHIEF FIDUCIARY OFFICER