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Home > Retirement Planners > colorado > highlands ranch > KOZAK & TRIPP PRIVATE ASSET MANAGEMENT, INC.
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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