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| Happy Holidays!! thanks for using AUM13F!! |
| Kozak & Tripp Private Asset Management Inc
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| CRD # | 298353 |
| SEC # | 801-113934 |
| CIK # | |
| AUM | $706.5 M (2025-02-19) |
| Employees | 10 (20% Investors, 0% Brokers) |
| Phone | 303-847-4045 |
| Address | 1805 Shea Center Drive Highlands Ranch, CO 80129 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 563 | 175.8 |
| (b) Individuals (high net worth individuals) | 176 | 520.4 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 9 | 10.3 |
| (n) Other | 0 | 0.0 |
| Total | 2,230 | 706.5 |
| By Discretionary | ||
| Discretionary | 2,193 | 705.3 |
| Non-Discretionary | 37 | 1.2 |
| Total | 2,230 | 706.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 706.5 | |
| Total | 2,230 | 706.5 |
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|---|---|---|
|
Lighthouse Wealth Strategies LLC
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WA | 0.7 |
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MN | 0.7 |
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CT | 0.7 |
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Perspective Wealth Partners LLC
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|
SLWA LLC
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CA | 0.7 |
|
A N Culbertson & Company Inc
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VA | 0.7 |
|
Jeppson Wealth Management LLC
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CA | 0.7 |
|
Valicenti Advisory Services Inc
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NY | 0.7 |
|
Provident Wealth Management LLC
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|
TN | 0.7 |