WAGNER INVESTMENT MANAGEMENT INC.
CRD #111145 SEC #801-14822 DENVER, CO 303-777-1800
SEC Registered
Total AUM
$807.9M
Discretionary
$264.2M
Employees
--
Clients
--
Accounts
394
Firm Details
- Organization Type
- Corporation
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 9, 2007
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BOYD, SARA, DIXON | I | SR VICE PRESIDENT, PORTFOLIO MANAGER | NA | |
| BOYD, SARA, DIXON | I | SR VICE PRESIDENT, PORTFOLIO MANAGER | NA | |
| BOYD, SARA, DIXON | I | SR VICE PRESIDENT, PORTFOLIO MANAGER | NA | |
| CORMEY, JOHN, RANDALL | I | SR. VICE PRESIDENT, DIRECTOR, PORTFOLIO MANAGER | NA | Control |
| CORMEY, JOHN, RANDALL | I | SR. VICE PRESIDENT, DIRECTOR, PORTFOLIO MANAGER | NA | Control |
| CORMEY, JOHN, RANDALL | I | SR. VICE PRESIDENT, DIRECTOR, PORTFOLIO MANAGER | NA | Control |
| PRIBBLE, JULIE, FAUBLE | I | SR VICE PRESIDENT, PORTFOLIO MANAGER | NA | |
| PRIBBLE, JULIE, FAUBLE | I | SR VICE PRESIDENT, PORTFOLIO MANAGER | NA | |
| PRIBBLE, JULIE, FAUBLE | I | SR VICE PRESIDENT, PORTFOLIO MANAGER | NA | |
| WAGNER, JUDITH, BUCK | I | PRESIDENT, DIRECTOR, CEO, CHIEF COMPLIANCE OFFICER | NA | Control |
| WAGNER, JUDITH, BUCK | I | PRESIDENT, DIRECTOR, CEO, CHIEF COMPLIANCE OFFICER | NA | Control |
| WAGNER, JUDITH, BUCK | I | PRESIDENT, DIRECTOR, CEO, CHIEF COMPLIANCE OFFICER | NA | Control |
| COBIZ FINANCIAL, INC | DE | OWNER | E | Control |
| COBIZ FINANCIAL, INC | DE | OWNER | E | Control |
| COBIZ FINANCIAL, INC | DE | OWNER | E | Control |
| WAGNER, JUDITH, BUCK | I | PRESIDENT, CEO | E | Control |
| WAGNER, JUDITH, BUCK | I | PRESIDENT, CEO, CHIEF COMPLIANCE OFFICER | D | Control |
| WAGNER, JUDITH, BUCK | I | PRESIDENT, CEO | D | Control |
| BOYD, SARA, DIXON | I | MANAGING DIRECTOR, PORTFOLIO MANAGER | B | |
| CORMEY, JOHN, RANDALL | I | MANAGING DIRECTOR, PORTFOLIO MANAGER | B | |
| PRIBBLE, JULIE, FAUBLE | I | MANAGING DIRECTOR, PORTFOLIO MANAGER | B | |
| BOYD, SARA, DIXON | I | V. P., PORTFOLIO MANAGER | A | |
| CORMEY, JOHN, RANDALL | I | PORTFOLIO MANAGER | A | |
| PRIBBLE, JULIE, FAUBLE | I | PORTFOLIO MANAGER | A |
Registrations
Federal
IA
Mar 9, 2007 REGISTERED
Notice Filings (3)
CA CO TX
Address
3200 CHERRY CREEK SOUTH DR. SUITE 240DENVER, CO 80209
USA
Phone: 303-777-1800