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CHERRY HILLS INVESTMENT ADVISORS, INC.
CHERRY HILLS INVESTMENT ADVISORS, INC.
GREENWOOD VILLAGE, Colorado
·
6 registered advisors
·
CRD# 171882
SEC# 801-79961
303-703-4560
01
Firm Overview
AUM
$193M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
6
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at CHERRY HILLS INVESTMENT ADVISORS, INC.
6 registered advisors
Katherine Anne Coons
GREENWOOD VILLAGE, Colorado
CRD# 3175154
Kathleen Valaire Scott
GREENWOOD VILLAGE, Colorado
CRD# 732499
Kimberly Ann Halkett
GREENWOOD VILLAGE, Colorado
CRD# 2637577
Paul William Taylor
GREENWOOD VILLAGE, Colorado
CRD# 2832602
Todd Greimann
GREENWOOD VILLAGE, Colorado
CRD# 2476223
Valerie Antonioli
GREENWOOD VILLAGE, Colorado
CRD# 4363406
05
Office Locations
GREENWOOD VILLAGE, Colorado
6 advisors
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Data sourced from SEC Form ADV filings. CHERRY HILLS INVESTMENT ADVISORS, INC. (CRD# 171882) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.