The Institute
Firm details
- Headquarters
- Denver, Colorado
- CRD number
- 127207
- Registered since
- March 7, 2007
- Website
- www.instituteforwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI87.02%
- Individuals10.15%
- Pooled Investment Vehicles1.65%
- Pension & Profit Sharing Plans0.74%
- Corporations / Businesses0.44%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
The Institute is an SEC-registered independent registered investment adviser organized as an LLC in 2007. It describes itself as a capital allocator serving both individual/family and institutional clients. Core services include financial planning, portfolio management across individuals, small businesses and pooled vehicles, selection of third‑party advisers, and educational workshops. The firm charges fees based on a percentage of AUM and also uses hourly and fixed‑fee arrangements. It identifies as an active ESG investor and acts in sponsor/GP and managing‑member roles for pooled investment vehicles.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities73%
- Private Funds15%
- Investment Grade Corp Bonds5%
- Cash & Cash Equivalents3%
- US Government Bonds2%
Owners & executives
2 of 2
Jeffery Jorgensen
Chief Operating OfficerCRD 4658154
Matthew Medeiros
CEOCRD 1413962
Contacts
3 of 12
Joshua Miller
Investment Adviser RepresentativeCRD 6955375
Victoria Crosby
Registered RepresentativeCRD 1544327
Brian Britt
FounderCRD 1204936
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 658Active vs passive
$425M in ETFs
94%
$398M
2%
$27.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO QQQ TRUST SERIES 1 (QQQ) | Invesco | Passive | Large Growth | $15.1M | 20,442 | 3.54% |
Location
Denver, CO
Jefferson
Location
Denver, CO
Headquartered in Denver, CO, anchoring the Denver-Aurora, CO metro in the West.
- Metro area
- Denver-Aurora, CO
- Region
- West
- County
- Jefferson
- Address
- 9878 W Belleview Ave
- Time zone
- MT (UTC-7)
- Office locations
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