INSTITUTE FOR WEALTH CONSULTANTS, INC.
INSTITUTE FOR WEALTH CONSULTANTS, INC. of DENVER, CO is an SEC-registered investment adviser (CRD 288502). Regulatory assets under management: $395.7M.
Registration
- CRD: 288502
- SEC file number: 801-110699
- Type: Registered investment adviser
- Location: 1776 LINCOLN ST., SUITE 950, DENVER, CO, 80203
- Phone: 972-450-6000
- Latest filing: 2019-03-31
- Regulatory AUM: $395.7M
- Discretionary AUM: $395.7M
- Accounts: 1,091
Officers, owners & control persons (3)
| Name | Role | Location |
|---|
| MEDEIROS MATTHEW DOUGLAS | OWNER | — |
| MOORE DEWEY MALONE | OWNER; PRESIDENT; PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| SYLER GREGORY | CHIEF COMPLIANCE OFFICER | — |
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