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Institute for Wealth Management

Institute for Wealth Management is a fund manager in Denver with $880.53M assets under management.

Company profile

Employees
Incorporated
Location
Fiscal year end
Industry
SEC CIK
IRS number
200013572
SEC advisor number
801-67624
FINRA CRD number
127207
AUM ?
$781.56M (as of 10 Jan 22)
Accounts
2,090 (as of 10 Jan 22)
Employees
4 (1 investment advisory or research)
Address
Institute for Wealth Management
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 $880.53M
Madison Park Harbor Fund, LP $21.59M Hedge Fund

Investment data

Data from SEC filings
Regulatory AUM / Assets Under Management
Number of accounts
Number of employees
Top 50 of 526 long holdings
End of quarter 30 Jun 22
Value
 
#Shares
 
Prev Q
 
Change
%, QoQ
$18.45M 134.97K 135.96K -0.7
$13.34M 51.96K 53.91K -3.6
$12.89M 85.04K 85.22K -0.2
$8.92M 83.95K 4.08K +1957.6
$7.47M 20.4K 20.24K +0.8
$6.98M 18.49K 13.53K +36.7
$6.84M 24.42K 17.04K +43.3
$6.07M 79.49K 78.74K +1.0
$5.62M 8.35K 8.5K -1.8
$4.74M 2.17K 2.14K +1.4
$4.65M 30.28K 30.33K -0.2
$4.4M 62.61K 11.08K +465.0
$4.24M 8.84K 8.77K +0.8
$4.02M 69.24K 70.36K -1.6
$3.8M 23.55K 22.99K +2.5
$3.71M 16.64K 17K -2.2
$3.69M 54.14K 54.39K -0.5
$3.63M 51.06K 51.42K -0.7
$3.63M 12.22K 11.65K +4.8
$3.56M 13.05K 12.72K +2.6
$3.55M 31.76K 33.85K -6.2
$3.46M 22.6K 22.79K -0.8
$3.4M 40.51K 40.24K +0.7
$3.37M 59.53K 11.97K +397.3
$3.35M 10.63K 10.58K +0.4
$3.34M 38.19K 37.65K +1.4
$3.32M 13.63K 13.65K -0.2
$3.31M 35.07K 33.23K +5.5
$3.28M 79.17K 80.19K -1.3
$3.23M 35.01K 35.02K -0.0
$3.22M 7.57K 7.57K -0.1
$3.18M 14.04K 13.38K +4.9
$2.99M 50.77K 51.37K -1.2
$2.84M 14.42K 14.12K +2.1
$2.8M 40.1K 40.04K +0.2
$2.77M 88.01K 86.4K +1.9
$2.59M 83.12K 95.25K -12.7
$2.57M 20.24K 20.78K -2.6
$2.57M 22.79K 21.73K +4.9
$2.5M 32.7K 32.9K -0.6
$2.4M 13.15K 13.49K -2.5
$2.37M 30.82K 40.01K -23.0
$2.35M 21.36K 21.61K -1.1
$2.32M 1.06K 946 +11.8
$2.3M 24.42K 24.42K 0
$2.3M 39.16K 39.16K 0
$2.26M 6.96K 7.03K -1.0
$2.19M 12.32K 12.35K -0.2
$2.14M 73.58K 74.22K -0.9
$2.09M 15.28K 15.2K +0.5
Holdings list only includes long positions. Only includes long positions.

Calendar

30 Sep 22
31 Dec 22
Financial reports
No filings
Current reports
No filings
Registration and prospectus
No filings
Proxies
No filings
Other
No filings