INSTITUTIONAL AND FAMILY ASSET MANAGEMENT, LLC

IFAM CAPITAL
FORT COLLINS, Colorado·6 registered advisors·CRD# 175084
SEC# 801-810763970-530-5021
01

Firm Overview

AUM
$1.7B
Regulatory assets under management
Employees
13
Total firm employees
Advisors
6
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Subscription fees
Other: REVENUE SHARING WITH FRS, AND ON CREDIT AND CASH MGMT SOLUTIONS
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at INSTITUTIONAL AND FAMILY ASSET MANAGEMENT, LLC

6 registered advisors
Brian Patrick Sullivan
FORT COLLINS, Colorado
Clayton Ernest Hartman
FORT COLLINS, Colorado
Daniel Thomas Gamache
FORT COLLINS, Colorado
Eric Carl Kulberg
FORT COLLINS, Colorado
Jeffrey John Gordon
FORT COLLINS, Colorado
Kimberly A Jardine
FORT COLLINS, Colorado
05

Office Locations

FORT COLLINS, Colorado
6 advisors

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Data sourced from SEC Form ADV filings. INSTITUTIONAL AND FAMILY ASSET MANAGEMENT, LLC (CRD# 175084) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.