Overview
Assets Under Management: $706 million
Headquarters: HIGHLANDS RANCH, CO
High-Net-Worth Clients: 176
Average Client Assets: $3 million
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