TRAIL FINANCIAL PLANNING LLC
CRD #165063 SEC #801-135022 BELLINGHAM, WA 3603996486
SEC Registered
Total AUM
$103.9M
Discretionary
$103.9M
Employees
4
Clients
101
Accounts
150
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $103.9M | $103.9M | $0 | 4 | 35 |
DateNov 2025
Total AUM$103.9M
Discretionary$103.9M
Non-Disc.$0
Employees4
Clients35