Kozak & Tripp Private Asset Management, Inc., CO — Investment Adviser | BuildTrust

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KOZAK & TRIPP PRIVATE ASSET MANAGEMENT, INC.

Investment AdviceHIGHLANDS RANCH, CO

Assets Under Management

$706.5M

Total AUM

Donut chart: Discretionary 705.3M, Non-Discretionary 1.2M
Category	Value
Discretionary	705.3M
Non-Discretionary	1.2M

Adviser Information

Field	Value
CRD Number	298353
SEC Number	801-113934
Street Address	1805 SHEA CENTER DRIVE
Street Address 2	SUITE 280
Location	HIGHLANDS RANCH, CO 80129
Country	United States
Phone	303-847-4045
Fax	303-471-0045
Total Employees	10

Client Count by Type (748 Total)

Horizontal bar chart: Individuals (other than H… 563, High Net Worth Individual… 176, Corporations/Businesses 9
Category	Value
Individuals (other than H…	563
High Net Worth Individual…	176
Corporations/Businesses	9