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Winding Trail Financial Planning
WINDING TRAIL FINANCIAL PLANNING, LLC is a state-registered investment adviser in LAFAYETTE, CO. The firm manages approximately $13 million in regulatory...
Overview
WINDING TRAIL FINANCIAL PLANNING, LLC is a state-registered investment adviser in LAFAYETTE, CO. The firm manages approximately $13 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
Asset Manager
Location
Region
North America
Country
United States
Frequently asked questions
Is Winding Trail associated with a larger financial institution?
Public records do not show Winding Trail as a subsidiary of a bank, insurance company, or consolidator platform. The LLC structure and independent branding suggest a privately owned practice. Without a captured website or LinkedIn presence, no broker-dealer or corporate RIA affiliation has been confirmed.
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