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THE INSTITUTE
9878 W. Belleview Ave.
#2306
Denver, Colorado 80123
Tel: 303-572-3500
About THE INSTITUTE
THE INSTITUTE, formally registered with the SEC as THE INSTITUTE. The firm was established in 03/07/2007. They have over 8 offices throughout the country.
THE INSTITUTE is a Denver, Colorado based Financial Planning firm with nearly $926,916,698 assets under management, offering retirement planning & investment advisory services to 1787 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 127207 |
| SEC# | 801-67624 |
| Assets Managed by Firm | $926,916,698 |
| No. of Clients | 1787 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection for other advisors
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1787 | $926,916,698 |
| Individuals (other than high net worth individuals) | 540 | $146,670,082 |
| High net worth individuals | 164 | $687,589,093 |
| Pension and profit sharing plans | 104 | $63,299,491 |
| Charitable organizations | 4 | $1,389,580 |
| Corporations or other businesses | 7 | $8,639,877 |
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