Cherry Creek Family Offices

Financial planning in Denver, CO

SEC registeredNo commissions reported

Call (303) 862-9550 Send a message Map ↗

Public-record details

Address: 210 University Blvd, Suite 650, Denver, CO 80206
Phone: (303) 862-9550
Listed under: Financial planning, Flat / fixed fees
Legal name: Cherry Creek Family Offices, LLC
CRD number: 156310
Registration: SEC registered since 2011-05-04
Compensation (Form ADV 5.E): Fixed fees
Commissions: None reported (Form ADV Item 5.E)
Services (Form ADV 5.G): Financial planning; Portfolio management for individuals/small businesses
Regulatory assets under management: $2.0 billion
Accounts managed: 1,284
Clients reported (Form ADV 5.D): 26
Individual / high-net-worth clients: 0 / 20
Employees: 16
Other business activities (Form ADV 6.A): None reported
Disclosures reported on Form ADV: None reported
Latest Form ADV filing: 2026-02-24

SEC registered investment adviser, CRD 156310, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

SEC IAPD summary for CRD 156310 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
FINRA BrokerCheck — look up the individual advisers at this firm.
Firm website (as listed on Form ADV)

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

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