Cherry Creek Investment Advisors Inc

RIASEC RegisteredEst. 1994

Total AUM

$352M

Discretionary

$352M

100% of AUM

Avg account

$440K

Accounts

799

Employees

3

Advisory reps

2

Firm details

Headquarters: Englewood, Colorado
CRD number: 107426
Registered since: October 6, 1994
Website: www.cherrycreekinvestmentadvisors.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM
Client types: HNWI86.58%
Individuals13.31%
Pension & Profit Sharing Plans0.11%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Cherry Creek Investment Advisors Inc is an independent, privately owned registered investment adviser that has been SEC-registered since 1994. The firm manages portfolios for individuals, families and institutional clients, and provides financial planning and portfolio management services targeted at individuals and small businesses. Its advisory fees are charged as a percentage of assets under management.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities50%
Public Funds/Mutual Funds46%
Cash & Cash Equivalents4%

Contacts

2 of 2

Patricia Mcnamara
PresidentCRD 1625543
Sean Castle
Co-FounderCRD 2331979

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 42

Active vs passive

$106M in ETFs

Passive

71%

$75.6M

Active

25%

$30.7M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
INVESCO VARIABLE RATE INVESTMENT GRADE ETF (VRIG)	Invesco	Active	Ultrashort Bond	$15.8M	628,797	14.82%

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Primary office

Englewood, CO

Arapahoe

Location

Englewood, CO

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

Metro area: Denver-Aurora, CO
Region: West
County: Arapahoe
Address: 68 Inverness Ln E
Time zone: MT (UTC-7)
Office locations

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