KOZAK & TRIPP PRIVATE ASSET MANAGEMENT, INC.

Overview

Kozak & Tripp Private Asset Management, Inc. is an independent, SEC-registered advisory corporation that has been operating since 2018. The firm is owner-operated and serves both individual/family and institutional clients. Its advisory offering centers on financial planning and portfolio management for individuals and small businesses, delivered under a mix of percentage-of-AUM and fixed-fee arrangements. The firm reports it is not an active ESG investor, is not set up as a multi-state adviser, and does not market itself as a pension consultant or capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives