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KOZAK & TRIPP PRIVATE ASSET MANAGEMENT, INC.
Tel: 303-847-4045
1805 Shea Center Drive Suite 280
Highlands Ranch, Colorado 80129
KOZAK & TRIPP PRIVATE ASSET MANAGEMENT, INC.
KOZAK & TRIPP PRIVATE ASSET MANAGEMENT, INC. is a Highlands Ranch, Colorado based financial advisory firm with nearly $706,484,491 in assets under management and provides investment advisory services for 2230 clients. There are currently 10 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Other (CONSULTING)
Fee Structure:
A percentage of AUM, Fixed fees
Firm CRD#:
298353
SEC#:
801-113934
No. of Clients:
2230
Assets under Management
$706,484,491
No. of Advisors:
10
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