Trails Edge Wealth Advisers, LLC

Trails Edge Wealth Advisers, LLC (CRD# 299466) is a financial advisory firm headquartered in Northbrook, IL. They manage $102,275,000 in 70 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
1866 Trails Edge Drive, Northbrook, IL 60062
https://www.trailswealth.com.
By the Numbers
  • Total Assets Under Management
    102
    MILLION
  • Total Number of Accounts
    70
    ACCOUNTS
  • Average Account Value
    $1,461,071
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

IL

Financial Advisors at Trails Edge Wealth Advisers, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Alan Myers, financial advisor Northbrook IL
Alan F. Myers
CRD#: 2554527
1866 Trails Edge Drive, Northbrook, IL 60062

Alan Myers (CRD# 2554527) is an Investment Advisor Representative working at Trails Edge Wealth Advisers, LLC in Northbrook, IL and has over 29 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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