TT
Trevor Tripp
from Kozak & Tripp Private Asset Management, Inc.
Trevor Tripp is a financial advisor based in Colorado, Highlands Ranch,
with 15 years of experience. Trevor currently works for
Kozak & Tripp Private Asset Management, Inc..
Trevor maintains a S66 license (Uniform Combined State Law Examination),
qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
This advisor does not appear to be registered with Unbiased
Therefore we cannot match you to their services. Please
complete our convenient online form to find a tailored advisor perfectly suited to your needs.
Trevor Tripp works at Kozak & Tripp Private Asset Management, Inc.
Kozak & Tripp Private Asset Management, Inc. is a financial advisory firm based in Highlands Ranch, Colorado. It currently has approximately $448,891,707 of assets under management and employs about 10 people. Kozak & Tripp Private Asset Management, Inc. uses a fee structure of a percentage of assets under your management and fixed fees.
Certifications and registrations
Uniform Combined State Law Examination (S66)
Years registered
8 years
Fee structure
A percentage of assets under your management and fixed fees
Office location
1805 Shea Center Drive, Suite 280, Highlands Ranch, Colorado, 80129
Advisor can help with
Disclaimer
Unbiased has produced the advisor details above from publicly available data and cannot guarantee the accuracy of this information. The content has been produced independently, and the named advisor has not reviewed the information. Unbiased has also not been compensated for producing this information. If you wish to remove this information, please contact [email protected].
Find your perfect
advisor
Complete our easy online form
Get matched with a financial advisor
Schedule your free first meeting