Nathaniel Jenkins Yurica

The Institute

10 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & Coaching

The Institute

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

18 advisors

Number of Clients

817 clients

Average Client Portfolio

$1.4M average

Assets Under Management

$1.2B

Fee Structure

Minimum Investment:$100K

Location

9878 W. Belleview Ave., #2306, Denver, CO, 80123

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business Activities

Nathaniel is the CEO of Yurica Wealth Management S-Corp, which is a DBA for his IAR activities. He spends minimal time on this activity and receives no compensation.

Employment History

Current Registrations

The Institute

April 2019 - Present · 6 yrs 10 mos

Previous Registrations

Institute for Wealth Advisors, INC.

February 2017 - April 2019 · 2 yrs 2 mos

International Assets Advisory, LLCBroker

November 2015 - December 2016 · 1 yr 1 mo

Capital Guardian, LLCBroker

September 2015 - November 2015 · 2 mos

Concert Wealth Management

July 2015 - May 2017 · 1 yr 10 mos

Lantern Investments, INC.Broker

December 2014 - August 2015 · 8 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.