KOZAK & TRIPP PRIVATE ASSET MANAGEMENT, INC.
CRD #298353 SEC #801-113934 HIGHLANDS RANCH, CO 303-847-4045
SEC Registered
Total AUM
$706.5M
Discretionary
$705.3M
Employees
10
Clients
0
Accounts
2,230
Firm Details
- Organization Type
- Corporation
- State of Formation
- Colorado
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 19, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| KOZAK, CHRISTOPHER | I | OWNER, CCO | D | Control |
| KOZAK, CHRISTOPHER | I | OWNER, CCO | D | Control |
| KOZAK, CHRISTOPHER | I | OWNER, CCO | D | Control |
| KOZAK, CHRISTOPHER | I | OWNER, CCO | D | Control |
| KOZAK, CHRISTOPHER | I | OWNER, CCO | D | Control |
| KOZAK, CHRISTOPHER | I | OWNER, CCO | D | Control |
| KOZAK, CHRISTOPHER | I | OWNER, CCO | D | Control |
| KOZAK, CHRISTOPHER | I | OWNER, CCO | D | Control |
| KOZAK, CHRISTOPHER | I | OWNER, CCO | D | Control |
| KOZAK, CHRISTOPHER | I | OWNER, CCO | D | Control |
| KOZAK, CHRISTOPHER | I | OWNER, CCO | D | Control |
| KOZAK, CHRISTOPHER | I | OWNER, CCO | D | Control |
| KOZAK, CHRISTOPHER | I | OWNER, CCO | D | Control |
| KOZAK, CHRISTOPHER | I | OWNER, CCO | D | Control |
| KOZAK, CHRISTOPHER | I | OWNER, CCO | D | Control |
| KOZAK, CHRISTOPHER | I | OWNER, CCO | D | Control |
| KOZAK, CHRISTOPHER | I | OWNER, CCO | D | Control |
| KOZAK, CHRISTOPHER | I | OWNER, CCO | D | Control |
| KOZAK, CHRISTOPHER | I | OWNER, CCO | D | Control |
| KOZAK, CHRISTOPHER | I | OWNER, CCO | D | Control |
| KOZAK, CHRISTOPHER | I | OWNER, CCO | D | Control |
| TRIPP, TREVOR, NOLEN | I | OWNER | C | Control |
| TRIPP, TREVOR, NOLEN | I | OWNER | C | Control |
| TRIPP, TREVOR, NOLEN | I | OWNER | C | Control |
| TRIPP, TREVOR, NOLEN | I | OWNER | C | Control |
| TRIPP, TREVOR, NOLEN | I | OWNER | C | Control |
| TRIPP, TREVOR, NOLEN | I | OWNER | C | Control |
| TRIPP, TREVOR, NOLEN | I | OWNER | C | Control |
| TRIPP, TREVOR, NOLEN | I | OWNER | C | Control |
| TRIPP, TREVOR, NOLEN | I | OWNER | C | Control |
| TRIPP, TREVOR, NOLEN | I | OWNER | C | Control |
| TRIPP, TREVOR, NOLEN | I | OWNER | C | Control |
| TRIPP, TREVOR, NOLEN | I | OWNER | C | Control |
| TRIPP, TREVOR, NOLEN | I | OWNER | C | Control |
| TRIPP, TREVOR, NOLEN | I | OWNER | C | Control |
| TRIPP, TREVOR, NOLEN | I | OWNER | C | Control |
| TRIPP, TREVOR, NOLEN | I | OWNER | C | Control |
| TRIPP, TREVOR, NOLEN | I | OWNER | C | Control |
| TRIPP, TREVOR, NOLEN | I | OWNER | C | Control |
| TRIPP, TREVOR, NOLEN | I | OWNER | C | Control |
| TRIPP, TREVOR, NOLEN | I | OWNER | C | Control |
| TRIPP, TREVOR, NOLEN | I | OWNER | C | Control |
Registrations
Federal
IA
Feb 19, 2025 REGISTERED
Notice Filings (20)
AZ CA CO FL GA ID IL LA NE NH NJ NV NY OH PA TX UT VA WA WI
Address
1805 SHEA CENTER DRIVESUITE 280
HIGHLANDS RANCH, CO 80129
United States
Phone: 303-847-4045