COBIZ WEALTH, LLC

COBIZ WEALTH

DENVER, Colorado·3 registered advisors·CRD# 125910

SEC# 801-620351303-291-4700

01

Firm Overview

AUM

$968M

Regulatory assets under management

Employees

21

Total firm employees

Advisors

3

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Compensation

Percentage of AUM

Subscription fees

03

Specialties

Financial Planning Investment Management Wealth Management

04

Advisors at COBIZ WEALTH, LLC

3 registered advisors

Agnes Ellen Ryan

DENVER, Colorado

Howard Trotter Alexander

DENVER, Colorado

John Randall Cormey

DENVER, Colorado

05

Office Locations

DENVER, Colorado

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Data sourced from SEC Form ADV filings. COBIZ WEALTH, LLC (CRD# 125910) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.