COBIZ WEALTH, LLC Info

COBIZ WEALTH, LLC info

COBIZ WEALTH, LLC (SEC CIK 1324659) first filed with the SEC on 2005-04-27 (Form 13F-HR) and has filed 64 times since, including 58 Form 13F-HR quarterly holdings reports. It is organized in CO and registered at 1401 LAWRENCE STREET, SUITE 1200, DENVER, CO, 80202.

Name: Value COBIZ WEALTH, LLC.
SEC CIK: Value 1324659.
State of organization: Value CO.
Business address: Value 1401 LAWRENCE STREET, SUITE 1200, DENVER, CO, 80202.

No Form ADV row is held for this firm, so its adviser registration date, assets under management and employees are left out rather than estimated.

Firm

Field	Value
Name	COBIZ WEALTH, LLC
SEC CIK	1324659
State of organization	CO
Business address	1401 LAWRENCE STREET, SUITE 1200, DENVER, CO, 80202
Mailing address	1401 LAWRENCE STREET, SUITE 1200, DENVER, CO, 80202
Phone	303-291-4700
Fiscal year end	December 31
Former names	COBIZ INVESTMENT MANAGEMENT, LLC (2010-08-06 to 2016-10-11); Alexander Capital Management Group, LLC (2005-04-27 to 2010-05-03)

SEC Filing History

Field	Value
First SEC filing	2005-04-27 (Form 13F-HR)
Latest SEC filing	2019-07-08 (Form 13F-HR)
Filings on EDGAR	64
First Form 13F-HR	2005-04-27 (quarter ended 2005-03-31)
Latest Form 13F-HR	2019-07-08 (quarter ended 2019-06-30)
Form 13F-HR filings	58

Filings by Form

Form	Filings	Latest
13F-HR	58	2019-07-08
13F-HR/A	6	2019-04-18

Filings by Year

Year	Filings	Form 13F-HR
2019	4	3
2018	4	4
2017	4	4
2016	4	4
2015	4	4
2014	4	4
2013	4	4
2012	6	4
2011	4	4
2010	4	4
2009	4	4
2008	4	4
2007	6	4
2006	4	4
2005	4	3

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