Cobiz Wealth LLC
- Assets, Funds, Holdings
| Cobiz Wealth LLC
|
| CRD # | 125910 |
| SEC # | 801-62035 |
| CIK # | 0001324659 |
| AUM |
|
| Employees |
21 (52% Investors, 0% Brokers)
|
| Phone | 303-291-4700 |
| Address | 1401 Lawrence Street
Denver, CO 80202-2521 |
| Source |
[IAPD]
[EDGAR]
[Website]
|
|
Total AUM ($MM)
|
|
|
| AUM Breakdown |
Accounts |
AUM ($MM) |
| By Client Type |
| (a) Individuals (other than high net worth individuals) |
462
|
115.1 |
| (b) Individuals (high net worth individuals) |
522
|
620.6 |
| (c) Banking or thrift institutions |
0
|
0.0 |
| (d) Investment companies |
0
|
0.0 |
| (e) Business development companies |
0 |
0.0 |
| (f) Pooled investment vehicles |
0 |
0.0 |
| (g) Pension and profit sharing plans |
50 |
53.1 |
| (h) Charitable organizations |
17 |
39.5 |
| (i) State or municipal government entities |
0 |
0.0 |
| (j) Other investment advisers |
0 |
0.0 |
| (k) Insurance companies |
0 |
16.5 |
| (l) Sovereign wealth funds and foreign official institutions |
0 |
0.0 |
| (m) Corporations or other businesses not listed above |
44 |
123.3 |
| (n) Other |
0 |
0.0 |
| Total |
1,099 |
968.2 |
| By Discretionary |
| Discretionary |
1,097 |
959.3 |
| Non-Discretionary |
2 |
8.9 |
| Total |
1,099 |
968.2 |
| By Non-United States Persons |
| Non-United States Persons |
|
0.0 |
| United States Persons |
|
968.2 |
| Total |
1,099 |
968.2 |
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