Cobiz Wealth
Cobiz Wealth (CRD# 125910) is a financial advisory firm headquartered in Denver, CO. They manage $968,166,109 in 1,099 accounts and serve the financial needs of clients across 5 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management968MILLION
-
Total Number of Accounts1,099ACCOUNTS
-
Average Account Value$880,952
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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AZ, CA, CO, TX, WA
Financial Advisors at Cobiz Wealth
No Advisor Found.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.