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David Andrew Trigg

Investment adviser representative at Trail Ridge Investment Advisors, LLC
10 yearsExperience
1 stateRegistered 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.

  1. Trail Ridge Investment Advisors, LLCJan 2022 to now
  2. Psl Medical CenterSep 2016 to Dec 2022

Exams passed

  • Series 65 · Uniform Investment Adviser Law2022

State registrations

Registered as an investment adviser representative in 1 state (CO).

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
7497532
Firm CRD
284741
Advisor's SEC record (opens in a new tab)
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