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).

By the Numbers
  • Total Assets Under Management
    732
    MILLION
  • Total Number of Accounts
    1,786
    ACCOUNTS
  • Average Account Value
    $409,733
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, CT, FL, IL, IN, KY, LA, MA, MD, MI, NC, NJ, NV, NY, OK, OR, TX, UT, VA, WA

Financial Advisors at The Institute
Showing 1 - 10 of 16 top financial advisors.
1
Daniel W. Boulware
CRD#: 6605366
9878 W. Belleview Ave., #2306, Denver, CO 80123

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.

2
Brian W. Britt
CRD#: 1204936
9878 W. Belleview Ave., #2306, Denver, CO 80123

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.

3
Randall C. Buck
CRD#: 2306244
9878 W. Belleview Ave., #2306, Denver, CO 80123

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.

4
Victoria G. Crosby
CRD#: 1544327
1201 3rd Avenue, Suite 5040, Seattle, WA 98101

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.

5
Connor J. Donnelly
CRD#: 5572729
9878 W. Belleview Ave., #2306, Denver, CO 80123

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.

6
Douglas J. Donnelly
CRD#: 1397094
1203 3rd Avenue, Suite 5040, Seattle, WA 98112

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.

7
James P. Donnelly
CRD#: 5781822
1201 3rd Avenue, Suite 5040, Seattle, WA 98101

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.

8
Derek A. Jones
CRD#: 5289800
401 Congress Avenue, Suite 1540, Austin, TX 78701

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.

9
Newton P. Kendrick
CRD#: 4709475
9878 W. Belleview Ave., #2306, Denver, CO 80123

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.

10
Colin E. Macleod
CRD#: 6220095
1201 3rd Avenue, Suite 5040, Seattle, WA 98101

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.

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