Cobiz Wealth LLC
Legal Name: COBIZ WEALTH, LLC
Full Contact Details
Cobiz Wealth LLC
1401 LAWRENCE STREET, SUITE 1200, DENVER, CO
303-291-4700
303-298-4336
Other Info
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.
Direct Owners
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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%
Indirect Owners
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BOK FINANCIAL CORPORATION
OWNER owns 75% or more
-
GEORGE BRUCE KAISER
INDIRECT BENEFICIAL OWNER owns more than 50% but less than 75%
Firms Located Nearby
Top Holdings
- 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