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Building 2INSTITUTE FOR WEALTH ADVISORS, INC.

Map pinDENVER, CO
Phone972 450 6000
NotebookSEC #801-69925
Total AUM
$219.9M
Employees
0
Clients
987

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
17

ReceiptFinancials

Total AUM
$219.9M
Accounts
1,190
Discretionary
$219.9M
Accounts
1,190
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
947
AUM
$132.6M
HNW Individual Clients
39
AUM
$72.8M
Pooled Vehicle Clients
1
AUM
$14.6M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALCACOCTDCDEFLGAIDILINLAMAMDNCNJNVNYOHOKORPASCTNTXUTVAWAWI

HandshakeAffiliates

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

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