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INSTITUTE FOR WEALTH ADVISORS, INC.
INSTITUTE FOR WEALTH ADVISORS, INC.
DENVER, Colorado
·
2 registered advisors
·
CRD# 149347
SEC# 801-69925
17
972 450 6000
01
Firm Overview
AUM
$220M
Regulatory assets under management
Employees
0
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
04
Advisors at INSTITUTE FOR WEALTH ADVISORS, INC.
2 registered advisors
Darren Alexander Huff
DALLAS, Texas
CRD# 4309936
Gregory Syler
DENVER, Colorado
CRD# 2683638
05
Office Locations
DALLAS, Texas
1 advisor
DENVER, Colorado
1 advisor
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Data sourced from SEC Form ADV filings. INSTITUTE FOR WEALTH ADVISORS, INC. (CRD# 149347) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.