Cobiz Wealth LLC

Cobiz Wealth LLC, a Colorado-based Limited Liability Company, has been providing financial advisory services for almost two decades. With a team of 11 knowledgeable advisors and a total of 21 employees, Cobiz Wealth has successfully managed the investments of 43 clients. The firm's impressive track record is demonstrated by its approval status with the U.S. Securities and Exchange Commission, which it has held since April 2003.

• BOKF, N.A.

  OWNER owns 75% or more

• CHRISTOPHER CLINE FREIMUTH

  MANAGING DIRECTOR owns less than 5%

• GREGORY AYRES WHEELER

  CHIEF EXECUTIVE OFFICER owns less than 5%

• MARK STEPHEN MARRONE

  CHIEF COMPLIANCE OFFICER owns less than 5%

• MINDY MARGARET MAHANEY

  CHIEF OPERATING OFFICER owns less than 5%

• SCOTT BRADLEY GRAUER

  CHAIRMAN OF THE BOARD owns less than 5%

• BOK FINANCIAL CORPORATION

  OWNER owns 75% or more

• GEORGE BRUCE KAISER

  INDIRECT BENEFICIAL OWNER owns more than 50% but less than 75%

• Ascentris LLC
• Public Trust Advisors LLC
• Jupiter Wealth Management LLC
• Aether Investment Partners LLC
• Proprietary Capital LLC
• JFG Wealth Management LLC
• Etspreads LLC
• RMB West LLC
• First Western Capital Management Company
• Clear Creek Wealth Management LLC

• Analyzing the Q1-Q2 2019 Changes in Holdings of Cobiz Wealth's 13F Fund

• INVESCO EXCHANGETRAD $31,432k
• SPDR S&P DIVIDEND $29,036k
• ISHARES TR CORE S&P SCP ETF $21,253k
• Amazon.com Inc $16,310k
• ISHARES TR CORE S&P500 ETF $15,730k
• Apple Inc $14,987k
• MASTERCARD INC $12,643k
• JPMORGAN CHASE & CO $11,906k
• ALPHABET INC $11,848k
• JOHNSON & JOHNSON $11,829k