Kozak & Tripp Private Asset Management, Inc.

RIASEC RegisteredEst. 2018

Total AUM

$813M

Discretionary

$812M

100% of AUM

Avg account

$340K

Accounts

2,390

Employees

Advisory reps

Firm details

Headquarters: Highlands Ranch, Colorado
CRD number: 298353
Registered since: September 6, 2018
Website: www.kozaktripp.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI68.82%
Individuals28.73%
Corporations / Businesses2.43%
Charitable Organizations0.03%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Kozak & Tripp Private Asset Management, Inc. is an independent registered investment adviser organized as a corporation and registered with the SEC in 2018. The firm is owned by an individual and serves a mix of individual and family clients along with some institutional relationships. Its advisory services emphasize financial planning and portfolio management for individuals and small businesses. Fee arrangements include both percentage-of-AUM billing and fixed fees. The firm does not act as a capital allocator (it does not sponsor private funds), it does not identify as an active ESG investor, and it is not designated as a multi‑state adviser.