Cherry Hills Investment Advisors, Inc. (Greenwood Village)
Cherry Hills Investment Advisors, Inc. is a large advisory firm based in Greenwood Village. It manages $192.59 million of regulatory assets for 924 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdictions of California, Colorado, Florida, and 8 other states.
Cherry Hills Investment Advisors provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.
Cherry Hills Investment Advisors: assets under management
The assets under management (AUM) of Cherry Hills Investment Advisors, Inc. is $192.59 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 8% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
Fees & Commissions
The advisory firm has several streams of revenue. Clients pay Cherry Hills Investment Advisors, Inc. for their services and products based on a percentage of assets under management, hourly charges, and 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.
Indirect Owners
The SEC currently registers 1 indirect owner.Based in Greenwood Village
The principal office where Cherry Hills Investment Advisors, Inc. performs its advisory services is located at 8400 E. Prentice Ave., Greenwood Village, CO 80111, 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 303-703-4560 or by fax 303-703-4562. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at chiaplan.com.
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