Trail Financial Planning LLC
Trail Financial Planning LLC is an SEC-registered mass-market adviser in Bellingham, WA with $117.3M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Trail Financial Planning LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 165063, SEC 801-135022, data through 2026-03-11.
- AUM (assets under management / regulatory AUM)
- $117.3M (2026-03-11)
- Firm type
- Mass-Market Adviser
- Location
- Bellingham, WA
- Employees
- 4
- Clients
- 157
- CRD
- 165063
- Ownership
- CHESBROUGH, JOHN, DAVID; SNYDER, ELIZABETH, ANN
How much AUM does Trail Financial Planning LLC have?
Trail Financial Planning LLC reported $117.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-11).
Who owns Trail Financial Planning LLC?
Disclosed owners and executives of Trail Financial Planning LLC include CHESBROUGH, JOHN, DAVID, SNYDER, ELIZABETH, ANN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.