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Clayton Ernest Hartman

INSTITUTIONAL AND FAMILY ASSET MANAGEMENT, LLC·FORT COLLINS, Colorado
Unclaimed Profile
4120 S. TIMBERLINE ROAD, FORT COLLINS, CO 80525CRD# 721653Firm CRD# 175084
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About

Clayton Ernest Hartman 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
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
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Background

Compensation
Percentage of AUM
Subscription fees
Other: REVENUE SHARING WITH FRS, AND ON CREDIT AND CASH MGMT SOLUTIONS
Regulatory
SEC/IARD CRD# 721653
Firm CRD# 175084
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Clayton Ernest Hartman offer?
Clayton Ernest Hartman specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in FORT COLLINS, Colorado for a consultation.
What are Clayton Ernest Hartman's credentials?
Clayton Ernest Hartman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Clayton Ernest Hartman located?
Clayton Ernest Hartman 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 Clayton Ernest Hartman charge for services?
Clayton Ernest Hartman'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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Nearby cities in Colorado
DENVER (1269)GREENWOOD VILLAGE (262)BOULDER (238)COLORADO SPRINGS (134)CENTENNIAL (67)
City Guides
DENVER GuideGREENWOOD VILLAGE GuideBOULDER GuideCOLORADO SPRINGS GuideCENTENNIAL Guide
Research
Advisor Fees in ColoradoNational Fee Analysis
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