Peter
Loritz
Trail Ridge Investment Advisors, LLC
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About this Advisor
Peter Loritz is a financial advisor based in Fort Collins, Colorado with a total of 6 years of industry experience. Loritz is on the advisory team at Trail Ridge Investment Advisors, LLC. Their career trajectory has included roles at First National Bank Of Omaha, Trail Ridge Wealth Management, Inc, Trail Ridge Investment Advisors, LLC and Trail Ridge Trust Company, LLC. Loritz holds a Series 65 license, which qualifies them as an investment advisor representative, and can advise clients in Colorado and Texas. Trail Ridge Investment Advisors, LLC is a registered investment business based in Fort Collins, CO. The company has a total of seven people on staff. It manages $214 million in total assets among its 331 accounts, making it one of the mid-sized financial advisory firms in the country by assets under management. The firm serves three charities and foundations. Of its 331 client accounts, 28% belong to high-net-worth clients who have at least $1 million in 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 usually vary depending on which services the firm provides the client. Fee types billed by Trail Ridge Investment Advisors, LLC likely include some 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
Peter Loritz Work History
Peter has been registered as a financial advisor for 6 years.*
Trail Ridge Wealth Management, Inc
Trail Ridge Investment Advisors, LLC
Trail Ridge Trust Company, LLC
First National Bank Of Omaha
First National Bank Of Omaha
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 Peter Loritz 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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