The Institute
The Institute (CRD# 127207) is a financial advisory firm headquartered in Denver, CO. They manage $731,783,203 in 1,786 accounts and serve the financial needs of clients across 22 states (or territories).
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Total Assets Under Management732MILLION
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Total Number of Accounts1,786ACCOUNTS
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Average Account Value$409,733
- 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
Daniel Boulware (CRD# 6605366) is an Investment Advisor Representative working at The Institute in Denver, CO and has over 8 years of experience in the finance industry.
Brian Britt (CRD# 1204936) is an Investment Advisor Representative working at The Institute in Denver, CO and has over 39 years of experience in the finance industry.
Randall Buck (CRD# 2306244) is an Investment Advisor Representative working at The Institute in Denver, CO and has over 21 years of experience in the finance industry.
Victoria Crosby (CRD# 1544327) is an Investment Advisor Representative working at The Institute in Seattle, WA and has over 31 years of experience in the finance industry.
Connor Donnelly (CRD# 5572729) is an Investment Advisor Representative working at The Institute in Denver, CO and has over 15 years of experience in the finance industry.
Douglas Donnelly (CRD# 1397094) is an Investment Advisor Representative working at The Institute in Seattle, WA and has over 38 years of experience in the finance industry.
James Donnelly (CRD# 5781822) is an Investment Advisor Representative working at The Institute in Seattle, WA and has over 9 years of experience in the finance industry.
Derek Jones (CRD# 5289800) is an Investment Advisor Representative working at The Institute in Austin, TX and has over 16 years of experience in the finance industry.
Newton Kendrick (CRD# 4709475) is an Investment Advisor Representative working at The Institute in Denver, CO and has over 20 years of experience in the finance industry.
Colin Macleod (CRD# 6220095) is an Investment Advisor Representative working at The Institute in Seattle, WA and has over 8 years of experience in the finance industry.