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Brian Patrick Sullivan

INSTITUTIONAL AND FAMILY ASSET MANAGEMENT, LLC·FORT COLLINS, Colorado
Clean recordINSTITUTIONAL AND FAMILY ASSET MANAGEMENT, LLC
2133 S TIMBERLINE ROAD, FORT COLLINS, CO 80525CRD# 2346836Firm CRD# 175084

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Brian Patrick Sullivan · FORT COLLINS, CO
Registration
CRD #2346836 · INSTITUTIONAL AND FAMILY ASSET MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Brian Patrick Sullivan is a registered financial advisor based in FORT COLLINS, Colorado, affiliated with INSTITUTIONAL AND FAMILY ASSET MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
INSTITUTIONAL AND FAMILY ASSET MANAGEMENT, LLC
IFAM CAPITAL
AUM
$1.7B
Regulatory assets under management
Employees
13
Total firm employees
View all advisors at INSTITUTIONAL AND FAMILY ASSET MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Other: REVENUE SHARING WITH FRS, AND ON CREDIT AND CASH MGMT SOLUTIONS
Regulatory
SEC/IARD CRD# 2346836
Firm CRD# 175084
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Brian Patrick Sullivan offer?
Brian Patrick Sullivan specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in FORT COLLINS, Colorado for a consultation.
What are Brian Patrick Sullivan's credentials?
Brian Patrick Sullivan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brian Patrick Sullivan located?
Brian Patrick Sullivan is based in FORT COLLINS, Colorado, working with INSTITUTIONAL AND FAMILY ASSET MANAGEMENT, LLC. Their office serves clients in the FORT COLLINS metropolitan area and surrounding communities.
How does Brian Patrick Sullivan charge for services?
Brian Patrick Sullivan's firm is compensated through percentage of aum, subscription fees, other: revenue sharing with frs, and on credit and cash mgmt solutions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is INSTITUTIONAL AND FAMILY ASSET MANAGEMENT, LLC?
INSTITUTIONAL AND FAMILY ASSET MANAGEMENT, LLC has approximately 13 employees and manages $1.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at INSTITUTIONAL AND FAMILY ASSET MANAGEMENT, LLC

Eric Carl Kulberg
FORT COLLINS, CO
Jeffrey John Gordon
FORT COLLINS, CO
Kimberly A Jardine
FORT COLLINS, CO
Clayton Ernest Hartman
FORT COLLINS, CO
Daniel Thomas Gamache
FORT COLLINS, CO

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Research
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