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 RIA organized as an LLC and registered with the SEC since 2007. It serves both individual/family and institutional clients and describes itself as a capital allocator that combines financial planning with portfolio management across client types, including separate managed accounts and pooled investment vehicles. Fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. The firm lists active ESG investing among its practices and conducts educational seminars and workshops in addition to selecting third-party managers for clients.
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 12Victoria Crosby
Registered RepresentativeCRD 1544327
Daniel Boulware
Financial AdvisorCRD 6605366
Brian Britt
FounderCRD 1204936
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
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