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THE INSTITUTE
DENVER, CO
303-572-3500
SEC #801-67624Total AUM
$1.4B
Employees
22Clients
817Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
9878 W. BELLEVIEW AVE.
#2306
DENVER
CO 80123
United States
#2306
DENVER
CO 80123
United States
Operating Hours
8:00A.M. - 5:00P.M. (CLOSE AT 3:00P.M. ON FRIDAYS)
Monday - Friday
Monday - Friday
Phone
303-572-3500
Other Offices
6
Financials
Total AUM
$1.4B
Accounts
1,684Discretionary
$1.4B
Accounts
1,677Non-Discretionary
$10.4M
Accounts
7
Clients
Individual Clients
612AUM
$139.1M
HNW Individual Clients
191AUM
$1.2B
Pooled Vehicle Clients
1AUM
$22.6M
Pension/Profit Sharing Plan Clients
6AUM
$10.2M
Charitable Organization Clients
3AUM
$46.5K
Corporation or Business Clients
4AUM
$6M
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
Other Regulator Denial/Suspension/RevocationOther Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
AZCACOFLILINKYLAMAMDMINCNJNVNYOKORTNTXUTVAWA
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.