Institute for Wealth Management is a fund manager in Denver with $880.53 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
Industry
SEC CIK
IRS number
200013572
SEC advisor number
801-67624
FINRA CRD number
127207
AUM ?
$880.53 mm
(as of 3 Oct 22)
Accounts
1,740
(as of 3 Oct 22)
Employees
4
(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 |
|---|---|---|---|
| Jorgensen, Jeffery, Frands | Chief Operations Officer | 01/2010 | < 5% |
| 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% |
Ownership
| Fund structure | AUM | Fund type |
|---|---|---|
| the Institute | $880.53 mm | |
| Madison Park Harbor Fund, LP | $21.59 mm | Hedge Fund |
Latest filings (excl ownership)
No filings
Latest ownership filings
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
13F-HR
Quarterly holdings report by institutional manager
15 Nov 21
13F-HR
Quarterly holdings report by institutional manager
21 Jul 21
13F-HR
Quarterly holdings report by institutional manager
4 May 21
13F-HR
Quarterly holdings report by institutional manager
1 Feb 21