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| Keyboard |
| Trail Financial Planning LLC
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|---|---|
| CRD # | 165063 |
| SEC # | 801-135022 |
| CIK # | |
| AUM | 117.3 M (2026-03-11) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 360-399-6486 |
| Address | 214 N Commercial St Bellingham, WA 98225 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 105 | 45.0 |
| (b) Individuals (high net worth individuals) | 52 | 72.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 606 | 117.3 |
| By Discretionary | ||
| Discretionary | 606 | 117.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 606 | 117.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 117.3 | |
| Total | 606 | 117.3 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 42 |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Pinnacle Wealth Management Partners Inc
✚
|
MI | 118.1 M |
|
Vanderpol Investments LLC
✚
|
MI | 118.1 M |
|
South Shore Investment Services LLC
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|
MA | 117.9 M |
|
Willamette Financial Advisors LLC
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|
OR | 117.5 M |
|
CIRO Capital LLC
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|
NJ | 117.4 M |
|
Arlington Securities Inc
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|
116.9 M | |
|
Whitwell & Co LLC
✚
|
116.8 M | |
|
Heckman Financial & Insurance Services Inc
✚
|
CA | 116.4 M |
|
Orchard City Wealth Management LLC
✚
|
CA | 116.1 M |
|
MPM Advisors Group LLC
✚
|
NY | 116.1 M |