Overview
Assets Under Management: $1.7 billion
Headquarters: DENVER, CO
High-Net-Worth Clients: 19
Average Client Assets: $89 million
Frequently Asked Questions
CHERRY CREEK FAMILY OFFICES, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #156310), CHERRY CREEK FAMILY OFFICES, LLC is subject to fiduciary duty under federal law.
CHERRY CREEK FAMILY OFFICES, LLC is headquartered in DENVER, CO.
CHERRY CREEK FAMILY OFFICES, LLC serves 19 high-net-worth clients according to their SEC filing dated February 27, 2025. View client details ↓
According to their SEC Form ADV, CHERRY CREEK FAMILY OFFICES, LLC offers financial planning, portfolio management for individuals, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. View all service details ↓
CHERRY CREEK FAMILY OFFICES, LLC manages $1.7 billion in client assets according to their SEC filing dated February 27, 2025.
According to their SEC Form ADV, CHERRY CREEK FAMILY OFFICES, LLC serves high-net-worth individuals, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 19
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 97.07
Average High-Net-Worth Client Assets: $89 million
Total Client Accounts: 1,254
Discretionary Accounts: 107
Non-Discretionary Accounts: 1,147
Regulatory Filings
CRD Number: 156310
Last Filing Date: 2025-02-27 00:00:00
Website: https://ccfo.com