Kozak & Tripp Private Asset Management, Inc.

Kozak & Tripp Private Asset Management, Inc. (CRD# 298353) is a financial advisory firm headquartered in Highlands Ranch, CO. They manage $628,432,583 in 2,087 accounts and serve the financial needs of clients across 19 states (or territories).

Current Firm Details
1805 Shea Center Drive, Suite 280, Highlands Ranch, CO 80129
https://www.facebook.com/kozakassociates
By the Numbers
  • Total Assets Under Management
    628
    MILLION
  • Total Number of Accounts
    2,087
    ACCOUNTS
  • Average Account Value
    $301,118
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, GA, ID, IL, LA, NE, NH, NJ, NV, NY, OH, PA, TX, UT, WA, WI

Financial Advisors at Kozak & Tripp Private Asset Management, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Christopher Kozak, financial advisor Highlands Ranch CO
Christopher Kozak
CRD#: 5530806
1805 Shea Center Drive, Suite 280, Highlands Ranch, CO 80129

Christopher Kozak (CRD# 5530806) is an Investment Advisor Representative working at Kozak & Tripp Private Asset Management, Inc. in Highlands Ranch, CO and has over 14 years of experience in the finance industry.

2
Trevor Tripp, financial advisor Highlands Ranch CO
Trevor N. Tripp
CRD#: 5700505
1805 Shea Center Drive, Suite 280, Highlands Ranch, CO 80129

Trevor Tripp (CRD# 5700505) is an Investment Advisor Representative working at Kozak & Tripp Private Asset Management, Inc. in Highlands Ranch, CO and has over 14 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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