CHA Financial Advisors

Broker-DealerFINRA MemberEst. 1999
Total AUM
—
Advisory reps
10
Avg account
$0

Firm details

Headquarters
Denver, Colorado
CRD number
46726
Registered since
July 9, 1999

Firm profile

FINTRX

Overview

CHA Financial Advisors is organized as a corporation and has been registered with the SEC since 1999. The ownership is recorded as a domestic entity/individual. In the dataset the firm is classified as "Unclassified" and is not identified as a capital allocator. The profile indicates CHA Financial Advisors does not position itself as an active ESG investor, is not listed as a multi-state adviser, is not newly formed, and is not identified as a pension consultant or a related adviser.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Jeff Tieman

    President and CEOCRD 7966306

  • Erik Kratz

    Erik Kratz

    Chief Investment OfficerCRD 8041955

Contacts

3 of 8
  • LeeAnna Glessing

    LeeAnna Glessing

    ConsultingCRD 2381458

  • Cherry Torres

    Cherry Torres

    Senior DirectorCRD 3148804

  • Bryan Lynn Bogle

    Board MemberCRD 7968870

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Denver, CO

Denver

Location

Denver, CO

Headquartered in Denver, CO, anchoring the Denver-Aurora, CO metro in the West.

Metro area
Denver-Aurora, CO
Region
West
County
Denver
Address
1700 N Lincoln St
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth