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Filing Detail
Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001533954-23-000004
Filing Date
2023-10-13
Accepted
2023-10-13 11:14:21
Documents
2
Period of Report
2023-09-30
Effectiveness Date
2023-10-13

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 2188
2 infotable.html INFORMATION TABLE  
2 infotable.xml INFORMATION TABLE 210607
  Complete submission text file 0001533954-23-000004.txt   214002
Mailing Address 155 S. MADISON STREET SUITE 330 DENVER CO 80209
Business Address 155 S. MADISON STREET SUITE 330 DENVER CO 80209 877-572-3500
Institute for Wealth Management, LLC. (Filer) CIK: 0001533954 (see all company filings)

IRS No.: 200013572 | State of Incorp.: DE | Fiscal Year End: 1231
Type: 13F-HR | Act: 34 | File No.: 028-14899 | Film No.: 231324312