KOZAK & TRIPP PRIVATE ASSET MANAGEMENT, INC.

KOZAK & TRIPP PRIVATE ASSET MANAGEMENT, INC. of HIGHLANDS RANCH, CO is an SEC-registered investment adviser (CRD 298353). Regulatory assets under management: $813.4M.

Registration

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Other.

Officers, owners & control persons (4)

NameRoleLocation
Christopher KozakOWNER, CCOHighlands Ranch, CO
Trevor Nolen TrippOWNER
KOZAK CHRISTOPHEROWNER, CCO
TRIPP TREVOR NOLENOWNER

Disclosures (3)

InitiatedTypeAllegationsStatusAmount
regulatory

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