Mark
Kerwood
Trail Ridge Investment Advisors, LLC
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About this Advisor
Mark Kerwood is a chartered financial analyst operating out of Fort Collins, Colorado with 6 years of industry experience. Kerwood is currently employed by Trail Ridge Investment Advisors, LLC. Throughout their career, they have worked at First National Bank Of Omaha, Trail Ridge Investment Advisors, LLC, Trail Ridge Trust Company, LLC and Trail Ridge Wealth Management, Inc. Kerwood can operate in Colorado and Texas. Trail Ridge Investment Advisors, LLC is an advisory company headquartered in Fort Collins, CO. The company has a total of seven advisors. It has $214 million in assets under management among its 331 accounts, placing it among the mid-sized firms in the nation by assets under management. The firm advises three charities and foundations. Of its 331 customer accounts, 28% are held by high-net-worth individuals who have greater than $1 million in investable assets. The advisory firm performs a few services, such as financial planning services and portfolio management for individuals and small businesses. A financial advisor's fees largely are based on which services are provided. Fees charged by Trail Ridge Investment Advisors, LLC likely include 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
Mark Kerwood Work History
Mark has been registered as a financial advisor for 6 years.*
Trail Ridge Investment Advisors, LLC
Trail Ridge Trust Company, LLC
Trail Ridge Wealth Management, Inc
Trail Ridge Investment Advisors, LLC
First National Bank Of Omaha
*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 Mark Kerwood 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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