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COBIZ WEALTH
DENVER, CO
303-291-4700
SEC #801-62035Total AUM
$968.2M
Employees
21Clients
1,096Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
1401 LAWRENCE STREET
SUITE 1200
DENVER
CO 80202-2521
United States
SUITE 1200
DENVER
CO 80202-2521
United States
Operating Hours
7:30 A.M. - 4:30 P.M.
Monday - Friday
Monday - Friday
Phone
303-291-4700
Other Offices
1
Financials
Total AUM
$968.2M
Accounts
1,099Discretionary
$959.3M
Accounts
1,097Non-Discretionary
$8.9M
Accounts
2
Clients
Individual Clients
462AUM
$115.1M
HNW Individual Clients
522AUM
$620.6M
Pension/Profit Sharing Plan Clients
50AUM
$53.1M
Charitable Organization Clients
17AUM
$39.5M
Insurance Company Clients
1AUM
$16.5M
Corporation or Business Clients
44AUM
$123.3M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM
Compliance
Disclosures
SEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
AZCACOTXWA
Affiliates
Affiliates
Reported 12 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.