Ghp Investment Advisors Inc is a large advisory firm based in Denver. It manages $1.28 billion of regulatory assets for 3,472 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Arizona, California, Colorado, and 9 other states.
Ghp Investment Advisors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, publication of newsletters, and educational seminars and workshops. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Ghp Investment Advisors Inc is $1.28 billion. The firm's AUM has grown by 1141% since the beginning of its operation, and $11.8 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Ghp Investment Advisors Inc for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and performance-based fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, high net worth individuals, pooled investment vehicles, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of Brian Jay Friedman is high net worth individuals with 170 clients and $849.94 million of assets under management. Among the 10 most similar advisory firms, Ghp Investment Advisors has the 4th highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $1.28 billion for 841 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 1% of the firm’s clients are foreign persons or businesses.
Ghp Investment Advisors also advises several private funds. Namely, one hedge fund. The minimum investment commitment required of non-related persons is $100,000 for each fund.
The company employs 18 people that are either part- or full-time employees. 78 percent of the employees work as investment advisers or researchers. 16 employees are registered as investment adviser representatives with the state securities authorities.
There are 7 people with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Brian Jay Friedman has been acting as President since 1 Jan 1999. Deirdre Marie Mcguire joined the executive team most recently as the Financial Planning Associate.
The principal office where Ghp Investment Advisors Inc performs its advisory services is located at 1801 California Street, Denver, CO 80202, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 303-831-5051 or by fax 303-831-5082. The normal business hours are 8:30 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at ghpia.com.