TRAILHEAD PLANNERS, LLC
SEC Form ADV profile.
Total regulatory AUM
$188,418,848
Discretionary
$188,360,399
Non-discretionary
$58,449
Firm details
- CRD number
- 284610
- SEC file number
- 801-129254
- Main office
- EDINA, MN, United States
- Employees
- 4
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of November 2026.