KOZAK & TRIPP PRIVATE ASSET MANAGEMENT, INC.

HIGHLANDS RANCH, Colorado·2 registered advisors·CRD# 298353
SEC# 801-1139340303-847-4045
01

Firm Overview

AUM
$628M
Regulatory assets under management
Employees
10
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Other
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at KOZAK & TRIPP PRIVATE ASSET MANAGEMENT, INC.

2 registered advisors
Christopher Kozak
HIGHLANDS RANCH, Colorado
Trevor Nolen Tripp
HIGHLANDS RANCH, Colorado
05

Office Locations

HIGHLANDS RANCH, Colorado
2 advisors

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Data sourced from SEC Form ADV filings. KOZAK & TRIPP PRIVATE ASSET MANAGEMENT, INC. (CRD# 298353) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.