Trailhead Consulting, LLC
Lexie S. Pankratz, Owner
TRAILHEAD CONSULTING, LLC
TRAILHEAD CONSULTING, LLC
GUIDING YOU ON YOUR COMPLIANCE JOURNEY!
Who We Are
Who We Are
Trailhead Consulting, LLC offers compliance consulting services to SEC and state registered investment advisers.
Trailhead Consulting, LLC is owned and operated by Lexie S. Pankratz. Ms. Pankratz is NOT an attorney and services provided by the firm should not be construed as legal advice.
Trailhead Consulting, LLC is owned and operated by Lexie S. Pankratz. Ms. Pankratz is NOT an attorney and services provided by the firm should not be construed as legal advice.
We are located in Montana and currently provide services to registered investment advisers with principal offices in California, Idaho, Maryland, Montana, New Jersey, and Texas.
Our Services
Our Services
We can assist you in registering your newly formed investment adviser firm or assist your firm in registering with additional jurisdictions.
CONTINUOUS COMPLIANCE SERVICES
CONTINUOUS COMPLIANCE SERVICES
INVESTMENT ADVISER REGISTRATION
INVESTMENT ADVISER REGISTRATION
COMPLIANCE CONSULTING
COMPLIANCE CONSULTING
We also provide continuous compliance services, complete with a compliance calendar, manual, and record maintenance system.
After registration, we are available to answer additional compliance questions and provide guidance on a variety of topics.