Owner · Kozak & Tripp Private Asset Management, Inc.
Trevor N. Tripp
CRD 5700505 · Named on Form ADV at one SEC-registered adviser
At a glance
Kozak & Tripp Private Asset Management, Inc., an SEC-registered wealth manager based in Highlands Ranch, CO with $813 million in regulatory assets, lists Trevor N. Tripp on its Form ADV as Owner, a control person.
Firms and roles
- Kozak & Tripp Private Asset Management, Inc.OwnerWealth manager · Highlands Ranch, CO · $813M in regulatory assets
AtlasMembers
Trevor’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- Christopher KozakOwner, CCO, Kozak & Tripp Private Asset Management, Inc.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Trevor’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.