The Institute
The Institute (CRD# 127207) is a financial advisory firm headquartered in Denver, CO. They manage $926,916,698 in 1,787 accounts and serve the financial needs of clients across 22 states (or territories).
-
Total Assets Under Management927MILLION
-
Total Number of Accounts1,787ACCOUNTS
-
Average Account Value$518,700
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AZ, CA, CO, CT, FL, IL, IN, KY, LA, MA, MD, MI, NC, NJ, NV, NY, OK, OR, TX, UT, VA, WA
James Marshal (CRD# 2161635) is an Investment Advisor Representative working at The Institute in Denver, CO and has over 27 years of experience in the finance industry.
Matthew Medeiros (CRD# 1413962) is an Investment Advisor Representative working at The Institute in Denver, CO and has over 34 years of experience in the finance industry.
Creg Shaffer (CRD# 5070346) is an Investment Advisor Representative working at The Institute in Reno, NV and has over 18 years of experience in the finance industry.
Kelly Stecklein (CRD# 4201342) is an Investment Advisor Representative working at The Institute in Denver, CO and has over 23 years of experience in the finance industry.
Nathaniel Yurica (CRD# 6367654) is an Investment Advisor Representative working at The Institute in Sacramento, CA and has over 9 years of experience in the finance industry.