CHA Financial Advisors

Broker-DealerFINRA MemberEst. 1999
Total AUM
Advisory reps
10
Avg account
$0

Firm details

Headquarters
Denver, Colorado
CRD number
46726
Registered since
July 9, 1999

Firm profile

FINTRX

Overview

CHA Financial Advisors is organized as a corporation and has been SEC-registered since 1999. Ownership is recorded as a combination of a domestic entity and an individual. FINTRX classifies the firm as "Unclassified" rather than under a specific advisory model. Available registry flags show the firm is not a capital allocator and is not identified as an active ESG investor. It is also not listed as a multi-state adviser, a pension consultant, or a related adviser. FINTRX does not list details about the firm's client mix, fee structure, or the specific advisory services it provides.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 3
  • LeeAnna Glessing

    LeeAnna Glessing

    Chief Compliance OfficerCRD 2381458

  • Jeff Tieman

    President and CEOCRD 7966306

  • Erik Kratz

    Erik Kratz

    Chief Investment OfficerCRD 8041955

Contacts

3 of 7
  • Kimberly Kay Lucero

    Board MemberCRD 8105663

  • Karen L Bryant

    Board MemberCRD 8218791

  • Cherry Torres

    Cherry Torres

    Senior DirectorCRD 3148804

Unlock 4 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Denver, CO

Denver

Location

Denver, CO

Headquartered in Denver, CO, anchoring the Denver-Aurora, CO metro in the West.

Metro area
Denver-Aurora, CO
Region
West
County
Denver
Address
1700 N Lincoln St
Time zone
MT (UTC-7)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth