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CHERRY CREEK INVESTMENT ADVISORS INC

68 Inverness Lane East #206
Englewood, Colorado 80112
Tel: 303-320-5774

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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 2 offices throughout the country.

CHERRY CREEK INVESTMENT ADVISORS INC is a Englewood, Colorado based Financial Planning firm with nearly $308,933,938 assets under management, offering retirement planning & investment advisory services to 747 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#107426
SEC#801-47547
Assets Managed by Firm$308,933,938
No. of Clients747
No. of Advisors3

Fee Structure

  • A percentage of AUM

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Firm Client Information

No. of ClientsAUM
Firm Total747$308,933,938
Individuals (other than high net worth individuals)274$60,130,735
High net worth individuals77$248,803,203

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