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Home > Retirement Planners > colorado > englewood > CHERRY CREEK INVESTMENT ADVISORS INC
CHERRY CREEK INVESTMENT ADVISORS INC
68 Inverness Lane East #206
Englewood, Colorado 80112
Tel: 303-320-5774
About CHERRY CREEK INVESTMENT ADVISORS INC
CHERRY CREEK INVESTMENT ADVISORS INC, formally registered with the SEC as CHERRY CREEK INVESTMENT ADVISORS INC. The firm was established in 10/06/1994. They have over 1 offices throughout the country.
CHERRY CREEK INVESTMENT ADVISORS INC is a Englewood, Colorado based Financial Planning firm with nearly $202,695,346 assets under management, offering retirement planning & investment advisory services to 716 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 107426 |
| SEC# | 801-47547 |
| Assets Managed by Firm | $202,695,346 |
| No. of Clients | 716 |
| No. of Advisors | 3 |
Fee Structure
- A Percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 716 | $202,695,346 |
| Individuals (other than high net worth individuals) | 200 | $125,695,346 |
| High net worth individuals | 60 | $77,000,000 |
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