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Building 2INSTITUTE FOR WEALTH CONSULTANTS, INC.

Map pinDENVER, CO
Phone972-450-6000
NotebookSEC #801-110699
Total AUM
$395.7M
Employees
0
Clients
1,091

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1776 LINCOLN ST.
SUITE 950
DENVER
CO 80203
United States
Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Phone
972-450-6000
Other Offices
1

ReceiptFinancials

Total AUM
$395.7M
Accounts
1,091
Discretionary
$395.7M
Accounts
1,091
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
990
AUM
$180.2M
HNW Individual Clients
101
AUM
$215.5M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
FINANCIAL PLANNING FEES

Shield checkCompliance

Disclosures
Dismissed Civil Action (Settlement)
State Registrations
CATXWA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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