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Nathaniel Jenkins Yurica

THE Institute

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About Nathaniel Jenkins Yurica

Nathaniel Yurica is a financial advisor at The Institute, located in Denver, CO. Nathaniel has been in the financial industry since 2014 and holds the Series 7, SIE and Series 66 licenses. The Institute offers a range of advisory services, including financial planning, portfolio management, educational seminars, and selection of other advisors.

Firm Information

Nathaniel Yurica is currently registered with THE Institute. THE Institute, based in DENVER, CO, provides financial planning, educational seminars, and portfolio management for individuals, businesses, and pooled investment vehicles. They have over 1,700 accounts with assets under management totaling over $926 million. They also offer selection of other advisors and manage portfolios for investment companies.
THE Institute

9878 W. BELLEVIEW AVE.

DENVER, CO 80123

$926.92M

Assets Under Management

Not reported

Total Clients

17

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Nathaniel Yurica’s Registration & Firm History

CO

04/29/2019 - Present

THE Institute (DENVER CO)

FL

11/20/2015 - 12/31/2016

INTERNATIONAL ASSETS ADVISORY, LLC (ORLANDO FL)

CA

09/24/2015 - 11/16/2015

CAPITAL GUARDIAN, LLC (SAN JOSE CA)

CA

12/29/2014 - 08/05/2015

LANTERN INVESTMENTS, INC. (SAN FRANCISCO CA)

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Licenses & Designations

BOTH

Issued 04/19/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/31/2016

SIE - Securities Industry Essentials Examination

BC

Issued 12/28/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Nathaniel Jenkins Yurica.
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