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 independent registered investment adviser organized as an LLC and SEC-registered since 2007. The firm positions itself as a capital allocator for both high-net-worth individuals and families as well as institutional clients. Its advisory offering spans financial planning, discretionary portfolio management across individual, pooled, and institutional accounts, selection of third-party managers, and educational workshops. Compensation is flexible and includes AUM-based fees as well as hourly and fixed-fee arrangements. The firm reports an active ESG investing posture and also serves as a sponsor/GP/managing member 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 2JEFFERY JORGENSEN
Chief Operating OfficerCRD 4658154
MATTHEW MEDEIROS
CEOCRD 1413962
Contacts
3 of 15VICTORIA CROSBY
Registered RepresentativeCRD 1544327
Alisha Wright
Junior AdvisorCRD 7817357
Erica Hunter
Investment Adviser RepresentativeCRD 7899512
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 225Active vs passive
$356M in ETFs
94%
$334M
3%
$22.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO QQQ TRUST SERIES 1 (QQQ) | Invesco | Passive | Large Growth | $23M | 39,873 | 6.46% |
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
Similar firms
CAPITAL INVESTMENT COUNSEL, LLC
RIADENVER, CO
PARAGON CAPITAL MANAGEMENT
RIADENVER, CO
OPHIR ASSET MANAGEMENT US LLC
RIADENVER, CO
MOUNTAINGATE MANAGEMENT CO., LLC
RIADENVER, CO
CLASS VI FAMILY OFFICE, LLC
RIADENVER, CO
PLATTE RIVER EQUITY
RIADENVER, CO