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Kimberly A Jardine

INSTITUTIONAL AND FAMILY ASSET MANAGEMENT, LLC·FORT COLLINS, Colorado
Unclaimed Profile
2133 S TIMBERLINE ROAD, FORT COLLINS, CO 80525CRD# 5332177Firm CRD# 175084
01

About

Kimberly A Jardine 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
04

Background

Compensation
Percentage of AUM
Subscription fees
Other: REVENUE SHARING WITH FRS, AND ON CREDIT AND CASH MGMT SOLUTIONS
Regulatory
SEC/IARD CRD# 5332177
Firm CRD# 175084
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Kimberly A Jardine offer?
Kimberly A Jardine specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in FORT COLLINS, Colorado for a consultation.
What are Kimberly A Jardine's credentials?
Kimberly A Jardine is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kimberly A Jardine located?
Kimberly A Jardine 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 Kimberly A Jardine charge for services?
Kimberly A Jardine'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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