Unclaimed Profile

Jeffrey John Gordon

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

Clean recordINSTITUTIONAL AND FAMILY ASSET MANAGEMENT, LLC

2133 S TIMBERLINE ROAD, FORT COLLINS, CO 80525CRD# 5317526Firm CRD# 175084

Profile Verification

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

Identity

Jeffrey John Gordon · FORT COLLINS, CO

Registration

CRD #5317526 · INSTITUTIONAL AND FAMILY ASSET MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Jeffrey John Gordon 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.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

INSTITUTIONAL AND FAMILY ASSET MANAGEMENT, LLC

IFAM CAPITAL

AUM

$1.7B

Regulatory assets under management

Employees

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

Background

Compensation

Percentage of AUM

Subscription fees

Other: REVENUE SHARING WITH FRS, AND ON CREDIT AND CASH MGMT SOLUTIONS

Regulatory

SEC/IARD CRD# 5317526

Firm CRD# 175084

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jeffrey John Gordon offer?

Jeffrey John Gordon specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in FORT COLLINS, Colorado for a consultation.

What are Jeffrey John Gordon's credentials?

Jeffrey John Gordon is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jeffrey John Gordon located?

Jeffrey John Gordon 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 Jeffrey John Gordon charge for services?

Jeffrey John Gordon'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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