Overview
Assets Under Management: $706 million
Headquarters: HIGHLANDS RANCH, CO
High-Net-Worth Clients: 176
Average Client Assets: $3 million
Frequently Asked Questions
KOZAK & TRIPP PRIVATE ASSET MANAGEMENT, INC. 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 #298353), KOZAK & TRIPP PRIVATE ASSET MANAGEMENT, INC. is subject to fiduciary duty under federal law.
KOZAK & TRIPP PRIVATE ASSET MANAGEMENT, INC. is headquartered in HIGHLANDS RANCH, CO.
KOZAK & TRIPP PRIVATE ASSET MANAGEMENT, INC. serves 176 high-net-worth clients according to their SEC filing dated February 19, 2025. View client details ↓
According to their SEC Form ADV, KOZAK & TRIPP PRIVATE ASSET MANAGEMENT, INC. offers financial planning and portfolio management for individuals. View all service details ↓
KOZAK & TRIPP PRIVATE ASSET MANAGEMENT, INC. manages $706 million in client assets according to their SEC filing dated February 19, 2025.
According to their SEC Form ADV, KOZAK & TRIPP PRIVATE ASSET MANAGEMENT, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 176
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 73.65
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 2,230
Discretionary Accounts: 2,193
Non-Discretionary Accounts: 37
Regulatory Filings
CRD Number: 298353
Last Filing Date: 2025-02-19 00:00:00
Website: https://kozaktripp.com