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).
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Total Assets Under Management628MILLION
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Total Number of Accounts2,087ACCOUNTS
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Average Account Value$301,118
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other
AZ, CA, CO, FL, GA, ID, IL, LA, NE, NH, NJ, NV, NY, OH, PA, TX, UT, WA, WI
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.
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.