Institute For Wealth Consultants, Inc. is a large advisory firm based in Denver. It manages $395.68 million of regulatory assets for 1,091 client accounts. It has been registered with the SEC as an adviser since 2017 and has operated in the jurisdictions of California, Texas, and Washington.
Institute For Wealth Consultants provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Institute For Wealth Consultants, Inc. is $395.68 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -1% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Institute For Wealth Consultants, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals and high net worth individuals. The largest group of clients of Dewey Malone Moore is high net worth individuals with 101 clients and $215.52 million of assets under management. Among the 7 most similar advisory firms, Institute For Wealth Consultants has the 4th highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $395.68 million for 1,091 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Institute For Wealth Consultants doesn't advise any private funds.
Dewey Malone Moore has been acting as President since 1 Sep 2012. Gregory Syler joined the executive team most recently as the Chief Compliance Officer.
The principal office where Institute For Wealth Consultants, Inc. performs its advisory services is located at 1776 Lincoln St., Denver, CO 80203, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 972-450-6000 or by fax 972-450-6001. The normal business hours are 8:30 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at iwainc.com.