GHP INVESTMENT ADVISORS INC
Latest filing: Feb 25, 2025 (126 days ago)
AUM
$2,723,131,280
12% change vs. 1 year ago
26% change vs. 3 years ago
77% change vs. 5 years ago
201% change vs. 10 years ago
Employee Count
25
0% change vs. 1 year ago
14% change vs. 3 years ago
25% change vs. 5 years ago
92% change vs. 10 years ago
Main Office
DENVER, CO
1290 BROADWAY, SUITE 1100, DENVER, CO, UNITED STATES, 80203
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $2.6 |
| Non-Discretionary | $0.1 |
| Total | $2.7 |
| Client | AUM |
|---|---|
| Retail | $2.7 |
| Pooled | $0.0 |
| Institutional | $0.0 |
| Total | $2.7 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 571 | $0.2 |
| Average Individual AUM | $400,693 | |
| HNW | 586 | $2.5 |
| Average HNW AUM | $4,188,398 | |
| Retail Total | 1,157 | $2.7 |
| Average Retail AUM | $2,319,098 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| CHARLES SCHWAB & CO., INC. | SAN FRANSISCO-CA-USA | $1.6 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $2.7 |
| Retail SMA AUM | $2.7 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 79% | $2.1 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 10% | $0.3 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 6% | $0.2 |
| Other Pools | 0% | $0.0 |
| Cash | 5% | $0.1 |
| Other | 0% | $0.0 |
| Total | 100% | $2.7 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| ISRAEL INVESTMENT ADVISORS, LLC | $0.0 | 153952 |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
12 active
| Name | Title |
|---|---|
| FRIEDMAN, BRIAN, JAY | PRESIDENT |
| WAGNER, CARIN, DAWN | VICE PRESIDENT OF WEALTH MANAGEMENT |
| IVEY, SEBRINA, CHRISELDA | CHIEF COMPLIANCE OFFICER |
| SULLIVAN, MICHAEL, THOMAS | VICE PRESIDENT OF WEALTH MANAGEMENT |
| MCGUIRE, DEIRDRE, MARIE | WEALTH ADVISOR |
| KITNER, JASON, RICHARD | MANAGER OF RESEARCH TRADING AND PORTFOLIO ANALYTICS |
| ENGLE, BRADLEY, ALLEN | DIRECTOR OF RESEARCH, TRADING, AND ANALYTICS |
| TERRAZAS, BARBARA, ELIZABETH | WEALTH ADVISOR |
| LEWTON, CHRISTIAN, THOMAS | MANAGER OF RESEARCH TRADING AND PORTFOLIO ANALYTICS |
| WEHNER, JENNIFER, LYNN | CLIENT RELATIONS MANAGER |
| MCCOY, REED, RUMMEL | WEALTH ADVISOR |
| LEE, ANGELA, KENNEDY | DIRECTOR OF TAX |
ADVDB.CO • SOURCE: SEC
Representatives
19 active representatives found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| CHRISTIAN LEWTON | DENVER | CO | S65|2017-05-24 | ||||||
| SEBRINA IVEY | DENVER | CO | S65|2012-09-07 | PERSONAL FINANCIAL SPECIALIST | |||||
| ANGELA LEE | DENVER | CO | PERSONAL FINANCIAL SPECIALIST | ||||||
| CARIN WAGNER | DENVER | CO | S63|2000-06-16 | CERTIFIED FINANCIAL PLANNER | |||||
| JASON KITNER | DENVER | CO | S63|2004-02-25|S65|2019-08-30 | ||||||
| BRADLEY ENGLE | DENVER | CO | S65|2012-06-11 | ||||||
| BARBARA TERRAZAS | DENVER | CO | S65|2014-07-17 | ||||||
| JENNIFER MERGES | DENVER | CO | S63|2019-09-06|S66|2021-05-25 | ||||||
| ERNESTO MONTES | DENVER | CO | S65|2016-08-29 | CERTIFIED FINANCIAL PLANNER | |||||
| JACK MISKULIN | DENVER | CO | S65|2023-11-17 | ||||||
| ROBERT SUTPHIN | DENVER | CO | S65|2021-11-01 | ||||||
| JACOB DAVIS | DENVER | CO | S63|2022-11-03|S66|2024-01-08 | ||||||
| SEAN TULLY | DENVER | CO | S65|2020-10-22 | ||||||
| MICHAEL SULLIVAN | DENVER | CO | S63|2005-04-04|S65|2008-05-08 | CERTIFIED FINANCIAL PLANNER | |||||
| MICHELLE MILLS | DENVER | CO | S63|2012-12-21|S66|2013-06-07 | ||||||
| REED MCCOY | DENVER | CO | S65|2013-09-19 | CERTIFIED FINANCIAL PLANNER | |||||
| DEIRDRE MCGUIRE | DENVER | CO | S65|2012-07-14 | ||||||
| BRIAN FRIEDMAN | DENVER | CO | S63|1996-08-05 | CHARTERED FINANCIAL ANALYST | |||||
| JACKSON BROWN | DENVER | CO | S65|2023-04-05 | ||||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-06-02 | $2.7 | $0.0 | 0% | 25 | 0 | 0% |
| 2025-04-21 | $2.7 | $0.0 | 0% | 25 | 0 | 0% |
| 2024-04-02 | $2.4 | $0.3 | 12% | 25 | 0 | 0% |
| 2023-04-04 | $2.0 | $0.7 | 37% | 22 | 3 | 14% |
| 2022-04-01 | $2.2 | $0.6 | 26% | 22 | 3 | 14% |
| 2021-04-05 | $1.7 | $1.0 | 56% | 23 | 2 | 9% |
| 2020-04-01 | $1.5 | $1.2 | 77% | 20 | 5 | 25% |
| 2019-04-01 | $1.3 | $1.4 | 113% | 18 | 7 | 39% |
| 2018-04-02 | $1.1 | $1.7 | 157% | 16 | 9 | 56% |
| 2017-04-01 | $1.1 | $1.7 | 157% | 13 | 12 | 92% |
| 2016-04-01 | $0.9 | $1.8 | 199% | 13 | 12 | 92% |
| 2015-04-01 | $0.9 | $1.8 | 201% | 13 | 12 | 92% |
| 2014-04-01 | $0.8 | $1.9 | 231% | 11 | 14 | 127% |
| 2013-04-01 | $0.7 | $2.1 | 311% | 12 | 13 | 108% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| CO, AZ-03/26/2021, CA-01/07/2021, CO-03/08/1999, FL-01/07/2021, IL-03/29/2022, LA-01/07/2021, MA-10/12/2023, MD-01/07/2021, NJ-01/19/2021, NM-03/22/2022, NY-01/07/2021, OH-03/31/2011, OR-01/07/2021, TX-01/07/2021, WA-01/07/2021, WI-10/12/2023, WY-03/21/2018 |
| ADVISER ACTIVITIES |
|
FINANCIAL PLANNING PORTFOLIO MANAGEMENT PORTFOLIO MANAGEMENT (POOLS) PENSION CONSULTING NEWSLETTERS EDUCATIONAL WORKSHOPS |
| OTHER ACTIVITIES |
|
ACCOUNTING FIRM |
ADVDB.CO • SOURCE: SEC FORM ADV