Kozak & Associates

Finance · Colorado, United States · 11-50 Employees

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Overview

Headquarters

1745 Shea Center Dr Ste 345, Highlands R...

Phone Number

(303) 847-4045

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 3
Signal Type
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ZI Rank
1
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3

About Kozak & Associates

Kozak & Tripp is a Private Asset Management firm based in Highlands Ranch, CO, serving clients nationwide. The firm focuses on empowering clients to achieve their financial goals through a comprehensive and personalized approach. Their diverse range of services includes retirement planning, investment strategies, estate management, insurance, and tax advice. Kozak & Tripp is dedicated to educating clients, enabling them to actively participate in defining and measuring their financial objectives.Explore more
Kozak & Associates's Social MediaPopular SearchesKozak & AssociatesKozak & Associates IncKozak And Associates IncKozak & Associates LLCkozakandassociates.comSIC Code 62,628NAICS Code 52,523Show more

Kozak & Associates Org Chart

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CK
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Partner. Chief Operating Officer

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DP
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Manager, Operations

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Compare insights from companies similar to Kozak & Associates, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Kozak & Associates

<$5M
11-50
Private
-
2000
CK
Christopher KozakPartner. Chief Operating Officer
$16.5M
11-50
Private
-
1916
JS
Jenni StramaMarket President
$8M
11-50
Private
-
-
MS
Matthew ShinnMarket President
$7M
11-50
Private
-
1914
DV
David VanExecutive Vice President & Chief Financial Officer & Chief Risk Officer
$5.9M
11-50
Private
-
1941
JK
John KeblesPresident & CEO
<$5M
11-50
Private
-
-
N/A
<$5M
11-50
Private
-
2008
JR
John RoschSenior VP, Human Resources & Finance
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Kozak & Associates is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Kozak & Associates is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Kozak & Associates.

Kozak & Associates Tech Stack

A closer look at the technologies used by Kozak & Associates

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Frequently Asked Questions Regarding Kozak & Associates

What is Kozak & Associates's official website?
Kozak & Associates's official website is www.kozaktripp.com
What is Kozak & Associates's Revenue?
Kozak & Associates's revenue is <$5 Million
What is Kozak & Associates's SIC code?
Kozak & Associates's SIC: 62,628
What is Kozak & Associates's NAICS code?
Kozak & Associates's NAICS: 52,523
How many employees does Kozak & Associates have?
Kozak & Associates has 11-50 employees
What industry does Kozak & Associates belong to?
Kozak & Associates is in the industry of: Finance, Securities Trading
What is Kozak & Associates competition?
Kozak & Associates top competitors include: Mountain View Bank of Commerce, Bank Of Walterboro, URSB Bank, Two Rivers Bank & Trust
What technology does Kozak & Associates use?
Some of the popular technologies that Kozak & Associates uses are: Cloudflare Website Optimization, Microsoft 365, Google Tag Manager, FMG Suite
How do I contact Kozak & Associates?
Kozak & Associates contact info: Phone number: (303) 847-4045 Website: www.kozaktripp.com
What does Kozak & Associates do?

Kozak & Tripp is a Private Asset Management firm based in Highlands Ranch, CO, serving clients nationwide. The firm focuses on empowering clients to achieve their financial goals through a comprehensive and personalized approach. Their diverse range of services includes retirement planning, investment strategies, estate management, insurance, and t... ax advice. Kozak & Tripp is dedicated to educating clients, enabling them to actively participate in defining and measuring their financial objectives.Read More

What are Kozak & Associates social media links?
Kozak & Associates Linkedin page Kozak & Associates Twitter page Kozak & Associates Facebook page
Is Kozak & Associates a public company?
Kozak & Associates is private company therefore does not currently have an official ticker symbol
See more information about Kozak & Associates

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