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 is registered with the SEC since 1999. FINTRX records the firm's owner type as a combination of a domestic entity and an individual. The database classifies the firm as "unclassified" and provides minimal operational detail. Available regulatory descriptors indicate CHA Financial Advisors does not serve as a capital allocator and is not identified as an active ESG investor. It is not listed as a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser to another registered manager. FINTRX does not include specifics on the firm's fee schedule, target client segments, or day-to-day advisory activities.

Assets & Accounts

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

3 of 3
  • LeeAnna Glessing

    LeeAnna Glessing

    Chief Compliance OfficerCRD 2381458

  • Jeff Tieman

    President and CEOCRD 7966306

  • Erik Kratz

    Erik Kratz

    Chief Investment OfficerCRD 8041955

Contacts

3 of 7
  • Kimberly Kay Lucero

    Board MemberCRD 8105663

  • Karen L Bryant

    Board MemberCRD 8218791

  • Cherry Torres

    Cherry Torres

    Senior DirectorCRD 3148804

Unlock 4 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

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