Institute for Wealth Management LLC

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Institute for Wealth Management LLC
CRD #127207
SEC #801-67624
CIK #1533954
AUM $660.2 MM (100% Disc, 100% US, 2020-03-27)
Employees2 (50% Investors, 0% Brokers)
Phone303-572-3500
Address1776 Lincoln St
Denver, CO 80203-1022
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($MM)
93074455837218602003200920152021
Sector Issuer Cap ($MM) Value ($MM)
AAPL 1,372,810.0 8.6
AMZN 1,207,970.0 7.0
ADBE 181,460.0 5.7
BA 81,670.0 5.4
SPY 5.0
PYPL 172,580.0 4.1
FB 661,560.0 3.5
AMGN 130,830.0 3.5
BAC 210,640.0 3.3
PDP 3.2
View All
Holdings by Sector ($)
0.40.30.20.20.10.02014201620182020
Comparable Firms State AUM ($BB)
Ashford Capital Management Inc
DE 0.8
Ballew Advisors Inc
MS 0.7
Diastole Wealth Management Inc
CT 0.7
Generation Capital Management LLC
NY 0.7
Reynolds Group Private Investment Counselors LLC
MA 0.6
Livingston Group Asset Management Company
TN 0.6
Conway Investment Research LLC
MO 0.6
MERK Investments LLC
CA 0.6
CTC Consulting LLC
OR 0.6
Rays Capital Partners Limited
0.6
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