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KOZAK & TRIPP PRIVATE ASSET MANAGEMENT, INC.
CRD 298353 · SEC 801-113934
1805 SHEA CENTER DRIVE, SUITE 220, HIGHLANDS RANCH, CO, 80129, United States
Phone
303-847-4045
Fax
303-471-0045
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$813.4M
Discretionary AUM
$812.3M
Team
10 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-04-15
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 622 | $233.7M |
| High net worth individuals | 153 | $559.8M |
| Charitable organizations | 3 | $207K |
| Corporations/business entities | 13 | $19.7M |
States served
AZ, CA, CO, GA, ID, IL, LA, NE, NJ, NY, PA, UT, VA, WI, WA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD