KOZAK & TRIPP PRIVATE ASSET MANAGEMENT, INC.
SEC Form ADV profile.
Total regulatory AUM
$813,359,043
Discretionary
$812,300,685
Non-discretionary
$1,058,358
Firm details
- CRD number
- 298353
- SEC file number
- 801-113934
- Main office
- HIGHLANDS RANCH, CO, United States
- Employees
- 10
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.