Cherry Creek Financial Advisors, Inc.
Firm details
- Headquarters
- ,
- CRD number
- 122144
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI58.99%
- Individuals41.01%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Cherry Creek Financial Advisors, Inc. is an independent registered investment adviser serving individual and family clients, with a practice that also covers small-business portfolio management. The firm offers both ongoing asset-based advisory relationships and hourly financial planning engagements. Their advisory scope, as reported, centers on financial planning and discretionary portfolio management for individuals and small businesses. They do not identify as an active ESG investor and are not set up as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities85%
- Other10%
- Cash & Cash Equivalents5%
Owners & executives
1 of 1Erik Albertson
CEO, Investment AdvisorCRD 4390840
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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