Cherry Creek Family Offices, LLC is a large advisory firm based in Denver. It manages $827.09 million of regulatory assets for 724 client accounts. It has been registered with the SEC as an adviser since 2015 and has operated in the jurisdictions of California, Colorado, New York, and Texas.
Cherry Creek Family Offices provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for businesses and institutional clients. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Cherry Creek Family Offices, LLC is $827.09 million. The firm's AUM has grown by 3% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Cherry Creek Family Offices, LLC for their services and products based on fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Cherry Creek Family Offices is high net worth individuals with 11 clients and $827.09 million of assets under management. Among the 8 most similar advisory firms, Cherry Creek Family Offices has the highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $827.09 million for 11 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Cherry Creek Family Offices doesn't advise any private funds.
The company employs 9 people that are either part- or full-time employees. 33 percent of the employees work as investment advisers or researchers. 3 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Cherry Creek Family Offices, LLC performs its advisory services is located at 210 University, Denver, CO 80206, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 303-862-9550 or by fax 303-997-9833. The normal business hours are 7:00 a.m. - 4:00 p.m. on Monday - Friday. You can find more information about the New York firm at cherrycreekfamilyoffices.com.