CHERRY CREEK INVESTMENT ADVISORS INC

RIASEC RegisteredEst. 1994

Total AUM

$352M

Discretionary

$352M

100% of AUM

Avg account

$440K

Accounts

799

Employees

Advisory reps

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, SEC-registered RIA that has been operating since 1994 and is owned by an individual. The firm provides fee-based investment management and financial planning primarily to individual and family clients, with institutional relationships as well. Its advisory services center on portfolio management for individuals and small businesses alongside financial planning. Management fees are charged as a percentage of assets under management. Cherry Creek frames its investment approach around equities and exchange-traded products while also accessing a range of alternative strategies. The firm does not identify as an ESG-focused investor on its profile. Custody and execution appear concentrated with a single primary custodian (see Assets & Accounts).