Institute for Wealth Management is a fund manager in Denver with $712.59 mm assets under management.
Company profile
Employees
Incorporated
Location
Fiscal year end
Industry
SEC CIK
IRS number
200013572
SEC advisor number
801-67624
FINRA CRD number
127207
AUM ?
$712.59 mm
(as of 4 Apr 23)
Accounts
1,785
(as of 4 Apr 23)
Employees
3
(1 investment advisory or research)
Address
Institute for Wealth Management
1776 LINCOLN STREET
SUITE 950
DENVER
CO 80203
1776 LINCOLN STREET
SUITE 950
DENVER
CO 80203
Office hours
Monday - Friday, 8:00A.M. - 5:00P.M. (CLOSE AT 3:00P.M. ON FRIDAYS)
Phone
877-572-3500
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Medeiros, Matthew, Douglas | CEO | 06/2015 | 25-50% |
Institute for Wealth Holdings, Inc. | Managing Member | 05/2004 | > 75% |
Medeiros, Matthew, Douglas | President & CCO | 06/2003 | < 5% |
Jorgensen, Jeffery, Frands | Chief Operations Officer | 01/2010 | < 5% |
Ownership
Fund structure | AUM | Fund type |
---|---|---|
the Institute | $712.59 mm | |
Madison Park Harbor Fund, LP | $19.19 mm | Hedge Fund |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
30 Apr 24
13F-HR
Quarterly holdings report by institutional manager
31 Jan 24
13F-HR
Quarterly holdings report by institutional manager
13 Oct 23
13F-HR
Quarterly holdings report by institutional manager
25 Jul 23
13F-HR
Quarterly holdings report by institutional manager
20 Apr 23
13F-HR
Quarterly holdings report by institutional manager
2 Feb 23
13F-HR
Quarterly holdings report by institutional manager
18 Oct 22
13F-HR
Quarterly holdings report by institutional manager
25 Jul 22
13F-HR
Quarterly holdings report by institutional manager
29 Apr 22
13F-HR
Quarterly holdings report by institutional manager
21 Jan 22