Peter Bowen Loritz
Investment adviser representative at Trail Ridge Investment Advisors, LLC
10 yearsExperience
2 statesRegistered in
$352.9MFirm assets
8 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Trail Ridge Trust Company, LLCJun 2017 to now
- Trail Ridge Wealth Management, Inc.Mar 2017 to now
- Trail Ridge Investment Advisors, LLCFeb 2017 to now
- First National Bank of OmahaJan 2016 to Mar 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 2 states (CO, TX).
Trail Ridge Investment Advisors, LLC
$352.9MAssets managed
230Clients
8Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6727336
- Firm CRD
- 284741