Timothy Ulfig
Timothy Ulfig is a registered investment advisor at Cherry Creek Family Offices, based in Denver, CO, with 18 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Tax Planning. Their firm serves 26 clients with $2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cherry Creek Family Offices charges a flat fixed, all-inclusive fee that is negotiable based on the amount, composition, and complexity of assets in your account, along with the complexity and requirements of family back-office support. The fee is billed in advance on a quarterly calendar basis. There is a $50,000,000 minimum requirement to be a client through the creation of a managed account.
Location
210 University Blvd, Suite 650, Denver, CO, 80206
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2000Other Business Activities
Timothy is a partner in a real estate LLC established in 1997, owning income-producing properties. He dedicates minimal time to reviewing the real estate holdings.
Employment History
Current Registrations
Cherry Creek Family Offices
Previous Registrations
Genspring Family Offices, LLC
Epic Capital LLC
UBS Financial Services INC.
Morgan Stanley
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.