Cobiz Wealth LLC

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Assets, Funds, Holdings

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CAFR Data
Cobiz Wealth LLC
CRD #125910
SEC #801-62035
CIK #
AUM $968.2 MM (99% Disc, 100% US, 2019-06-13)
Employees21 (52% Investors, 0% Brokers)
Phone303-291-4700
Address1401 Lawrence Street
Denver, CO 80202-2521
Source [IAPD] [Website]
Total AUM ($MM)
124099274449624802001200720132020
Sector Issuer Cap ($MM) Value ($MM)
RSP 29.6
SDY 25.2
IJR 19.9
AMZN 1,207,970.0 13.6
AAPL 1,372,810.0 12.5
MA 304,460.0 12.5
GOOGL 970,260.0 12.0
JPM 291,970.0 10.8
JNJ 381,110.0 9.9
IVV 9.9
View All
Holdings by Sector ($)
0.50.40.30.20.10.02014201620182020
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Fiduciary Wealth Partners LLC
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