Cherry Hills Investment Advisors, Inc.

Cherry Hills Investment Advisors, Inc. (CRD# 171882) is a financial advisory firm headquartered in Greenwood Village, CO. They manage $180,069,619 in 940 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    180
    MILLION
  • Total Number of Accounts
    940
    ACCOUNTS
  • Average Account Value
    $191,563
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CO, FL, IL, LA, NM, NY, TX

Financial Advisors at Cherry Hills Investment Advisors, Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Valerie Antonioli
CRD#: 4363406
8400 E. Prentice Ave., Suite 1010, Greenwood Village, CO 80111
96
Wealthminder
score

Valerie Antonioli (CRD# 4363406) is an Investment Advisor Representative working at Cherry Hills Investment Advisors, Inc. in Greenwood Village, CO and has over 15 years of experience in the finance industry. Valerie Antonioli has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Kathleen V. Scott
CRD#: 732499
8400 E. Prentice Ave., Suite 1010, Greenwood Village, CO 80111
96
Wealthminder
score

Kathleen Scott (CRD# 732499) is an Investment Advisor Representative working at Cherry Hills Investment Advisors, Inc. in Greenwood Village, CO and has over 22 years of experience in the finance industry. Kathleen Scott has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Kevin B. McCulley
CRD#: 5246419
8400 E. Prentice Ave., Suite 1010, Greenwood Village, CO 80111
90
Wealthminder
score

Kevin McCulley (CRD# 5246419) is an Investment Advisor Representative working at Cherry Hills Investment Advisors, Inc. in Greenwood Village, CO and has 1 year of experience in the finance industry. Kevin McCulley has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Elisabeth L. Jacobson
CRD#: 6393951
8400 E. Prentice Ave., Suite 1010, Greenwood Village, CO 80111
88
Wealthminder
score

Elisabeth Jacobson (CRD# 6393951) is an Investment Advisor Representative working at Cherry Hills Investment Advisors, Inc. in Greenwood Village, CO and has over 2 years of experience in the finance industry.

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