Unclaimed Profile

Daniel Thomas Gamache

INSTITUTIONAL AND FAMILY ASSET MANAGEMENT, LLC·FORT COLLINS, Colorado

Series 7, Series 7TO, Series 63, Series 66CFA16 years registeredINSTITUTIONAL AND FAMILY ASSET MANAGEMENT, LLC

2133 S TIMBERLINE ROAD, FORT COLLINS, CO 80525CRD# 5538021Firm CRD# 175084

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Daniel Thomas Gamache · FORT COLLINS, CO

Registration

CRD #5538021 · INSTITUTIONAL AND FAMILY ASSET MANAGEMENT, LLC · 16 years registered

Brand Profile

Not yet started

Career History

THORNBURG INVESTMENT MANAGEMENT INC

Nov 2025 – present

THORNBURG SECURITIES LLC

May 2024 – present

IFAM CAPITAL

Apr 2015 – Jan 2020

DENVER, CO

IFM CAPITAL ADVISORS, LLC

Jan 2014 – Mar 2015

GREENWOOD VILLAGE, CO

UBS FINANCIAL SERVICES INC.

Nov 2009 – Jan 2014

DENVER, CO

Registrations & Exams

FINRA examinations passed

Series 7

Series 7TO

Series 63

Series 66

Registration record

First registered · November 9, 2009

Years registered · 16

Professional designation · CFA

Disclosure History

2019Customer Dispute·Closed-No Action

2018Customer Dispute·Closed-No Action

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

INSTITUTIONAL AND FAMILY ASSET MANAGEMENT, LLC

CRD 175084 · SEC 801-81076

AUM

$1.7B

Regulatory assets under management

Employees

821 client accounts

Services offered by INSTITUTIONAL AND FAMILY ASSET MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at INSTITUTIONAL AND FAMILY ASSET MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Daniel Thomas Gamache offer?

Daniel Thomas Gamache specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in FORT COLLINS, Colorado for a consultation.

What are Daniel Thomas Gamache's credentials?

Daniel Thomas Gamache holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Daniel Thomas Gamache located?

Daniel Thomas Gamache 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 Daniel Thomas Gamache charge for services?

Daniel Thomas Gamache'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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