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Christopher Kozak

KOZAK & TRIPP PRIVATE ASSET MANAGEMENT, INC.·HIGHLANDS RANCH, Colorado
Unclaimed Profile
1805 SHEA CENTER DRIVE, HIGHLANDS RANCH, CO 80129CRD# 5530806Firm CRD# 298353
01

About

Christopher Kozak is a registered financial advisor based in HIGHLANDS RANCH, Colorado, affiliated with KOZAK & TRIPP PRIVATE ASSET MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
KOZAK & TRIPP PRIVATE ASSET MANAGEMENT, INC.
KOZAK & TRIPP PRIVATE ASSET MANAGEMENT, INC.
AUM
$628M
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at KOZAK & TRIPP PRIVATE ASSET MANAGEMENT, INC. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 5530806
Firm CRD# 298353
3 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Christopher Kozak offer?
Christopher Kozak specializes in Financial Planning, Investment Management. Contact their office in HIGHLANDS RANCH, Colorado for a consultation.
What are Christopher Kozak's credentials?
Christopher Kozak is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Christopher Kozak located?
Christopher Kozak is based in HIGHLANDS RANCH, Colorado, working with KOZAK & TRIPP PRIVATE ASSET MANAGEMENT, INC.. Their office serves clients in the HIGHLANDS RANCH metropolitan area and surrounding communities.
How does Christopher Kozak charge for services?
Christopher Kozak's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is KOZAK & TRIPP PRIVATE ASSET MANAGEMENT, INC.?
KOZAK & TRIPP PRIVATE ASSET MANAGEMENT, INC. has approximately 10 employees and manages $628M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Colorado
DENVER (1269)GREENWOOD VILLAGE (262)BOULDER (238)COLORADO SPRINGS (134)CENTENNIAL (67)
City Guides
DENVER GuideGREENWOOD VILLAGE GuideBOULDER GuideCOLORADO SPRINGS GuideCENTENNIAL Guide
Research
Advisor Fees in ColoradoNational Fee Analysis
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