0001324659-19-000002.txt : 20190115
0001324659-19-000002.hdr.sgml : 20190115
20190115115750
ACCESSION NUMBER: 0001324659-19-000002
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20181231
FILED AS OF DATE: 20190115
DATE AS OF CHANGE: 20190115
EFFECTIVENESS DATE: 20190115
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: COBIZ WEALTH, LLC
CENTRAL INDEX KEY: 0001324659
IRS NUMBER: 421578585
STATE OF INCORPORATION: CO
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-11324
FILM NUMBER: 19526591
BUSINESS ADDRESS:
STREET 1: 1401 LAWRENCE STREET
STREET 2: SUITE 1200
CITY: DENVER
STATE: CO
ZIP: 80202
BUSINESS PHONE: 303-291-4700
MAIL ADDRESS:
STREET 1: 1401 LAWRENCE STREET
STREET 2: SUITE 1200
CITY: DENVER
STATE: CO
ZIP: 80202
FORMER COMPANY:
FORMER CONFORMED NAME: COBIZ INVESTMENT MANAGEMENT, LLC
DATE OF NAME CHANGE: 20100805
FORMER COMPANY:
FORMER CONFORMED NAME: Alexander Capital Management Group, LLC
DATE OF NAME CHANGE: 20050422
13F-HR
1
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0001324659
XXXXXXXX
12-31-2018
12-31-2018
COBIZ WEALTH, LLC
1401 LAWRENCE STREET
SUITE 1200
DENVER
CO
80202
13F HOLDINGS REPORT
028-11324
N
Rita Koch Day
CCO
3032914700
Rita Koch Day
Denver
CO
01-15-2019
0
128
455166
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INFORMATION TABLE
2
inftable.xml
4TH QTR 13F
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PFD
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22400
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PFD
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SOLE
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WELLS FARGO CO NEW DEP 1/1000
PFD
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SOLE
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ZIONS BANCORPORATION N A PFD 1
PFD
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ETF
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PURPOSE FLOATING RATE INCOM FD
ETF
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ETF
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COM
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COM
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ACCENTURE PLC IRELAND SHS CLAS
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COM
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COM
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COMERICA INC COM
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ETF
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