David
Jordan
Trail Ridge Investment Advisors, LLC
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About this Advisor
David Jordan is a chartered financial analyst who works in Fort Collins, Colorado with a total of 5 years of industry experience. Jordan is an advisor for Trail Ridge Investment Advisors, LLC. Their career trajectory has included roles at Trail Ridge Investment Advisors, LLC, Wells Fargo Private Bank and Tributary Capital Management. Jordan is approved to serve investors in Colorado. Trail Ridge Investment Advisors, LLC is a financial advisory business that has its headquarters in Fort Collins, CO. It has a total of seven people on staff. It manages $214 million in assets between its 331 customer accounts, making it one of the mid-sized firms in the country by assets under management. The firm advises three charitable organizations. Of its 331 customer accounts, 28% are held by high-net-worth individuals who have at least $1 million in investable assets. Trail Ridge Investment Advisors, LLC has a few services, including financial planning services and portfolio management for individuals and small businesses. Financial advisory fee schedules depend on which services the firm provides the client. Fees billed by Trail Ridge Investment Advisors, LLC can be comprised of any blend of asset-based, hourly and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Trail Ridge Investment Advisors, LLC Brokerage Details
$213,586,916
7
331
$645,278
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
David Jordan Work History
David has been registered as a financial advisor for 5 years.*
Trail Ridge Investment Advisors, LLC
Trail Ridge Investment Advisors, LLC
Wells Fargo Private Bank
Tributary Capital Management
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of David Jordan to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Trail Ridge Investment Advisors, LLC
Fort Collins, CO
Fort Collins, CO
Fort Collins, CO
Fort Collins, CO
Fort Collins, CO
Fort Collins, CO
Fort Collins, CO
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