Cherry Creek Investment Advisors Inc (Englewood)

Name: Cherry Creek Investment Advisors Inc
Address: 68 Inverness Lane East #206, Englewood, CO, 80112
Telephone: 303-320-5774

Cherry Creek Investment Advisors Inc is a large advisory firm based in Englewood. It manages $145 million of regulatory assets for 175 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Colorado, and Texas.

Cherry Creek Investment Advisors 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 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Cherry Creek Investment Advisors: assets under management

The assets under management (AUM) of Cherry Creek Investment Advisors Inc is $145 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 190% since the beginning of its operation, and $600 thousand of the total AUM is attributable to clients outside of the United States.

The firm manages $145 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $828.57 thousand each.

Investments

The firm invests in exchange traded securities the most. They account for 76% of the total AUM. The second-largest asset type is investment grade corporate bonds, which make up 15% of the firm’s portfolio. Investments in cash and cash equivalents form 3% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Cherry Creek Investment Advisors Inc for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Patricia Anne Mcnamara serves?

The firm provides services to individuals and high net worth individuals. The largest group of clients of Patricia Anne Mcnamara is high net worth individuals with 170 clients and $140 million of assets under management. Among the 5 most similar advisory firms, Cherry Creek Investment Advisors has the 2nd highest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $145 million for 200 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 1% of the firm’s clients are foreign persons or businesses.

Cherry Creek Investment Advisors doesn't advise any private funds.

Careers at Cherry Creek Investment Advisors Inc

The company employs 2 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.

There are 2 people 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.

Patricia Anne Mcnamara has been acting as President since 1 Sep 1994. Sean David Castle joined the executive team most recently as the Evp/Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Sean David Castle	Evp/chief compliance officer	1 Sep 1994	50% - 75%	2331979
Patricia Anne Mcnamara	President	1 Sep 1994	50% - 75%	1625543

Based in Englewood

The principal office where Cherry Creek Investment Advisors Inc performs its advisory services is located at 68 Inverness Lane East #206, Englewood, CO 80112, 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 303-320-5774 or by fax 303-320-5764. The normal business hours are 7:30am-4:00pm on Monday - Friday. You can find more information about the New York firm at cherrycreekinvestmentadvisors.com.