Cherry Creek Investment Advisors Inc
Firm details
- Headquarters
- Englewood, Colorado
- CRD number
- 107426
- Registered since
- October 6, 1994
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI86.58%
- Individuals13.31%
- Pension & Profit Sharing Plans0.11%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Cherry Creek Investment Advisors Inc is an independent, individually owned registered investment adviser that works with both individual/family and institutional clients. The firm is SEC registered (registration recorded in 1994) and charges fees based on a percentage of assets under management. Its core advisory services are financial planning and discretionary portfolio management for individuals and small businesses. The firm does not identify itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Equities50%
- Public Funds/Mutual Funds46%
- Cash & Cash Equivalents4%
Contacts
2 of 2
Patricia Mcnamara
PresidentCRD 1625543
Sean Castle
Co-FounderCRD 2331979
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 42Active vs passive
$107M in ETFs
71%
$75.6M
26%
$31M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND (TDIV) | First Trust | Passive | Technology | $15.5M | 137,023 | 14.50% |
Location
Englewood, CO
Arapahoe
Location
Englewood, CO
Headquartered in Englewood, CO, anchoring the Denver-Aurora, CO metro in the West.
- Metro area
- Denver-Aurora, CO
- Region
- West
- County
- Arapahoe
- Address
- 68 Inverness Ln E
- Time zone
- MT (UTC-7)
- Office locations
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