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Trail Financial Planning LLC
TRAIL FINANCIAL PLANNING LLC is an SEC-registered investment adviser in BELLINGHAM, WA, registered since 2026. The firm manages approximately $117 million in...
Overview
TRAIL FINANCIAL PLANNING LLC is an SEC-registered investment adviser in BELLINGHAM, WA, registered since 2026. The firm manages approximately $117 million in regulatory assets. It has 4 employees and 3 investment advisers.
General information
Firm type
RIA
Frequently asked questions
Who runs investment decisions at Trail Financial Planning?
The firm's principals are not publicly named in available sources. Without a disclosed team or leadership page, the identity of the investment decision-makers remains unknown.
Which sectors does Trail Financial Planning explicitly avoid?
No sector exclusion is publicly acknowledged. The firm's investment universe and any restrictions are not documented in available public sources.
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