Patricia McNamara
Cherry Creek Investment Advisors · Englewood, Colorado
Patricia McNamara is a fee-only financial advisor at Cherry Creek Investment Advisors in Englewood, Colorado. Cherry Creek Investment Advisors reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Cherry Creek Investment Advisors |
|---|---|
| Based in | Englewood, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $351.9M across 799 accounts |
| SEC registration | Investment adviser representative in CA, CO, FL · CRD 1625543 |
| Exams passed | Series 63 (1994) |
| Firm size | 3 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.cherrycreekinvestmentadvisors.com |
How Patricia's firm compares
- Cherry Creek Investment Advisors's average account is about $440,000, from its Form ADV (assets managed divided by 799 accounts).
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Questions about Patricia
Is Patricia McNamara a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Patricia holds no broker registration, and Cherry Creek Investment Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Patricia charge for financial advice?
Patricia's firm, Cherry Creek Investment Advisors, reports charging a percentage of assets on its SEC Form ADV.
Where is Patricia McNamara based?
Patricia McNamara is based in Englewood, Colorado.
Is Patricia McNamara registered with the SEC?
Yes. Patricia McNamara is registered as an investment adviser representative in CA, CO and FL (CRD 1625543), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Cherry Creek Investment Advisors manage?
Cherry Creek Investment Advisors reports $351.9M across 799 accounts in assets under management.
How do I contact Patricia McNamara?
Through Patricia's website, www.cherrycreekinvestmentadvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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