AdvisorOS Directory
Claim Profile
Unclaimed Profile
EK

Eric Carl Kulberg

INSTITUTIONAL AND FAMILY ASSET MANAGEMENT, LLC·FORT COLLINS, Colorado
SIE, Series 7TO, Series 66Clean record7 years registeredINSTITUTIONAL AND FAMILY ASSET MANAGEMENT, LLC
4120 S. TIMBERLINE ROAD, FORT COLLINS, CO 80525CRD# 6624225Firm CRD# 175084

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Eric Carl Kulberg · FORT COLLINS, CO
Registration
CRD #6624225 · INSTITUTIONAL AND FAMILY ASSET MANAGEMENT, LLC · 7 years registered
Brand Profile
Not yet started
01

Career History

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
May 2019 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7TO
Series 66
Registration record
First registered · May 16, 2019
Years registered · 7
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
INSTITUTIONAL AND FAMILY ASSET MANAGEMENT, LLC
CRD 175084 · SEC 801-81076
AUM
$1.7B
Regulatory assets under management
Employees
13
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

Speak with Eric

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Eric is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in FORT COLLINS?

Browse all registered financial advisors in FORT COLLINS, Colorado or claim this profile if it's yours.

Browse FORT COLLINS AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Eric Carl Kulberg offer?
Eric Carl Kulberg specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in FORT COLLINS, Colorado for a consultation.
What are Eric Carl Kulberg's credentials?
Eric Carl Kulberg is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Eric Carl Kulberg located?
Eric Carl Kulberg 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 Eric Carl Kulberg charge for services?
Eric Carl Kulberg'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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at INSTITUTIONAL AND FAMILY ASSET MANAGEMENT, LLC

Jeffrey John Gordon
FORT COLLINS, CO
Brian Patrick Sullivan
FORT COLLINS, CO
Clayton Ernest Hartman
FORT COLLINS, CO
Daniel Thomas Gamache
FORT COLLINS, CO
CFA

More Advisors in FORT COLLINS, Colorado

Hong Miao
DELLA PAROLA CAPITAL MANAGEMENT, LLC·FORT COLLINS, CO
David Chadwick Jones
TRAIL RIDGE INVESTMENT ADVISORS, LLC·FORT COLLINS, CO
Regina Marie Neenan
FINANCIAL PLANNING FORT COLLINS, LLC·FORT COLLINS, CO
Adam Edward Brunin
NAVIGATION WEALTH MANAGEMENT, INC.·FORT COLLINS, CO
Austin Gene Kelly
COSNER FINANCIAL GROUP, LLC·FORT COLLINS, CO
Gina Marie Waite
GROWSTRONG WEALTH STRATEGIES, LLC·FORT COLLINS, CO

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Colorado
DENVER (528)GREENWOOD VILLAGE (163)BOULDER (93)COLORADO SPRINGS (87)ENGLEWOOD (48)CENTENNIAL (42)LITTLETON (33)MONUMENT (25)LAKEWOOD (21)LONE TREE (20)
City Guides
DENVER GuideGREENWOOD VILLAGE GuideBOULDER GuideCOLORADO SPRINGS GuideENGLEWOOD Guide
Research
Advisor Fees in ColoradoNational Fee Analysis
Request removal of this profile