Trevor Nolen Tripp
Investment adviser representative at Kozak & Tripp Private Asset Management, Inc.
13 yearsExperience
3 statesRegistered in
$813.4MFirm assets
8 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Private Client ServicesOct 2018 to now
- Kozak & Tripp Private Asset Management, Inc.Sep 2018 to now
- Kozak & Associates, Inc.Sep 2018 to now
- Cetera Advisors LLCJan 2013 to Oct 2018
Exams passed
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 3 states (CA, CO, TX).
Kozak & Tripp Private Asset Management, Inc.
$813.4MAssets managed
791Clients
3Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5700505
- Firm CRD
- 298353