Cherry Creek Investment Advisors Inc
● SEC registered since 1994CRD 107426SEC# 801-47547Englewood, CO
Reg. AUM
$351.9M
Employees
3
Accounts
799
Location
Englewood, CO
Cherry Creek Investment Advisors Inc assets under management
Cherry Creek Investment Advisors Inc operates as an SEC-registered investment adviser based in Englewood, CO. The firm has been registered since 1994. It reports $351.9 million in regulatory assets under management and employs 3 people.
Cherry Creek Investment Advisors Inc owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Patricia Anne McNamara Control | President | 50-75% | 1994 |
| Sean David Castle Control | Evp/Chief Compliance Officer | 50-75% | 1994 |
Frequently asked questions
How much does Cherry Creek Investment Advisors Inc manage?
Cherry Creek Investment Advisors Inc reports $351.9 million in regulatory assets under management on its Form ADV.
How many employees does Cherry Creek Investment Advisors Inc have?
Cherry Creek Investment Advisors Inc reports 3 employees.
Where is Cherry Creek Investment Advisors Inc located?
Cherry Creek Investment Advisors Inc is based in Englewood, CO and has been SEC-registered since 1994.
Does Cherry Creek Investment Advisors Inc disclose fund performance?
Cherry Creek Investment Advisors Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 68 Inverness Lane East #206, Englewood, CO 80112 |
| Phone | 303-320-5774 |
| Office hours | 7:30a.m.-4:00p.m. |
| SEC region | Denver Regional Office (DRO) |
| CIK | 1877829 |
| Discloses disciplinary history | Yes |
Regulatory AUM
$351.9M▲ 14%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 58%
Larger than 42% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$351.9Mregulatory AUM
Discretionary $351.9M