KOZAK & TRIPP PRIVATE ASSET MANAGEMENT, INC.

1805 Shea Center Drive
Suite 280
Highlands Ranch, Colorado 80129
Tel: 303-847-4045

About KOZAK & TRIPP PRIVATE ASSET MANAGEMENT, INC.

KOZAK & TRIPP PRIVATE ASSET MANAGEMENT, INC, formally registered with the SEC as KOZAK & TRIPP PRIVATE ASSET MANAGEMENT, INC. The firm was established in 09/06/2018. They have over 1 offices throughout the country.

KOZAK & TRIPP PRIVATE ASSET MANAGEMENT, INC. is a Highlands Ranch, Colorado based Financial Planning firm with nearly $706,484,491 assets under management, offering retirement planning & investment advisory services to 2230 clients. The firm is staffed with 10 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	298353
SEC#	801-113934
Assets Managed by Firm	$706,484,491
No. of Clients	2230
No. of Advisors	10

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Other (CONSULTING)

Firm Client Information

	No. of Clients	AUM
Firm Total	2230	$706,484,491
Individuals (other than high net worth individuals)	563	$175,806,262
High net worth individuals	176	$520,359,944
Corporations or other businesses	9	$10,318,285

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