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Building 2KOZAK & TRIPP PRIVATE ASSET MANAGEMENT, INC.

Map pinHIGHLANDS RANCH, CO
Phone303-847-4045
NotebookSEC #801-113934
Total AUM
$813.4M
Employees
10
Clients
791

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1805 SHEA CENTER DRIVE
SUITE 220
HIGHLANDS RANCH
CO 80129
United States
Operating Hours
8AM TO 5PM
Monday - Friday
Phone
303-847-4045

ReceiptFinancials

Total AUM
$813.4M
Accounts
2,390
Discretionary
$812.3M
Accounts
2,356
Non-Discretionary
$1.1M
Accounts
34

ContactClients

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Individual Clients
622
AUM
$233.7M
HNW Individual Clients
153
AUM
$559.8M
Charitable Organization Clients
3
AUM
$207.2K
Corporation or Business Clients
13
AUM
$19.7M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
CONSULTING
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
SRO Discipline/Expulsion/SuspensionSRO False Statement FindingSRO Rule Violation
State Registrations
AZCACOFLGAIDILLANENHNJNYPATXUTVAWAWI

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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