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CHERRY CREEK FAMILY OFFICES
210 University Blvd
Suite 650
Denver, Colorado 80206
Tel: 303-862-9550
About CHERRY CREEK FAMILY OFFICES
CHERRY CREEK FAMILY OFFICES, formally registered with the SEC as CHERRY CREEK FAMILY OFFICES. The firm was established in 05/04/2011. They have over 1 offices throughout the country.
CHERRY CREEK FAMILY OFFICES is a Denver, Colorado based Financial Planning firm with nearly $1,734,705,793 assets under management, offering retirement planning & investment advisory services to 1254 clients. The firm is staffed with 15 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 156310 |
| SEC# | 801-72210 |
| Assets Managed by Firm | $1,734,705,793 |
| No. of Clients | 1254 |
| No. of Advisors | 15 |
Fee Structure
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1254 | $1,734,705,793 |
| High net worth individuals | 19 | $1,683,904,841 |
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