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CHERRY CREEK INVESTMENT ADVISORS INC
CRD 107426 · SEC 801-47547
68 INVERNESS LANE EAST #206, ENGLEWOOD, CO, 80112, United States
Phone
303-320-5774
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$351.9M
Discretionary AUM
$351.9M
Team
3 total employees; 2 advisory reps
Clients
251-500
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-05-28
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 288 | $46.8M |
| High net worth individuals | 93 | $304.7M |
| Pension/profit sharing plans | 1 | $400K |
States served
CA, CO, NE, TX, FL
All web addresses on file
- HTTP://WWW.CHERRYCREEKINVESTMENTADVISORS.COM
- https://www.youtube.com/channel/UCKTLNXnP0meZDGtXJx7aStA/featured
- https://www.linkedin.com/company/cherry-creek-investmentadvisors-inc-?trk=nav_account_sub_nav_company
- https://www.facebook.com/pages/Cherry-Creek-Investment-Advisors-Inc/158806807541618
- https://x.com/CCIAWealthMgmt
Official SEC filing: View on IAPD