Colin
Macleod
The Institute
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About this Advisor
Colin Macleod is a financial advisor based in Seattle, Washington, working with The Institute. Colin has previously held positions at Commonwealth Financial Network, Concert Wealth Management, Inc, Sowell Financial Services, LLC, Institute For Wealth Advisors, Inc, Dmk Advisors (Formerly Stephen A. Kohn & Associates, LTD), The Institute For Wealth Management LLC, Steilacoom Investments, and Case Western Reserve University. Colin has passed the Series 66 regulatory exam and is registered to provide services in Washington. Currently, Colin is part of The Institute, which operates out of Seattle, Washington. The firm has 6 offices and 2 employees. The firm manages assets totaling $926.9 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, and educational seminars. The fee structure at The Institute includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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The Institute Brokerage Details
$926,916,698
2
1,787
$518,700
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
Colin Macleod Work History
The Institute For Wealth Management LLC
Dmk Advisors (Formerly Stephen A. Kohn & Associates, LTD)
Institute For Wealth Advisors, Inc
Sowell Financial Services, LLC
Concert Wealth Management, Inc
Commonwealth Financial Network
Steilacoom Investments
Case Western Reserve University
Disclosures
Please visit the SEC profile of Colin Macleod to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at The Institute
Seattle, WA
Littleton, CO
Seattle, WA
Seattle, WA
Littleton, CO
Littleton, CO
Seattle, WA
Littleton, CO
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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