Overview
Assets Under Management: $973 million
Headquarters: DENVER, CO
High-Net-Worth Clients: 470
Average Client Assets: $1.3 million
Frequently Asked Questions
COBIZ WEALTH 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 #125910), COBIZ WEALTH is subject to fiduciary duty under federal law.
COBIZ WEALTH is headquartered in DENVER, CO.
COBIZ WEALTH serves 470 high-net-worth clients according to their SEC filing dated November 29, 2018. View client details ↓
According to their SEC Form ADV, COBIZ WEALTH offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
COBIZ WEALTH manages $973 million in client assets according to their SEC filing dated November 29, 2018.
According to their SEC Form ADV, COBIZ WEALTH serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 470
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 64.26%
Average Client Assets: $1.3 million
Total Client Accounts: 1,090
Discretionary Accounts: 1,088
Non-Discretionary Accounts: 2
Regulatory Filings
CRD Number: 125910
Filing ID: 1254838
Last Filing Date: 2018-11-29 15:12:00