Institutional And Family Asset Management, LLC is a large advisory firm based in Fort Collins. It manages $1.17 billion of regulatory assets for 2,726 client accounts. It has been registered with the SEC as an adviser since 2015 and has operated in the jurisdictions of Arizona, California, Colorado, and 14 other states.
Institutional And Family Asset Management provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, and selection of other advisers. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Institutional And Family Asset Management, LLC is $1.17 billion. The firm's AUM has grown by 6% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Institutional And Family Asset Management, LLC for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, insurance companies, charitable organizations, high net worth individuals, corporations or other businesses, pension and profit sharing plans, and state or municipal government entities. The largest group of clients of Institutional And Family Asset Management is high net worth individuals with 138 clients and $422.88 million of assets under management. Among the 9 most similar advisory firms, Institutional And Family Asset Management has the 3rd highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $1.17 billion for 802 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Institutional And Family Asset Management doesn't advise any private funds.
The company employs 13 people that are either part- or full-time employees. 62 percent of the employees work as investment advisers or researchers. 8 employees are registered as investment adviser representatives with the state securities authorities.
There are 3 people with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Daniel Thomas Gamache has served as the Chief Investment Officer since 1 Jan 2018 and Brian Patrick Sullivan is the Chief Executive Officer of Institutional And Family Asset Management, LLC family office. Kimberly A Jardine joined the executive team most recently as the Chief Compliance Officer.
The principal office where Institutional And Family Asset Management, LLC performs its advisory services is located at 2133 S Timberline Road, Fort Collins, CO 80525, which is also the mailing address of the firm. An additional office of the firm is in Sioux Falls, SD. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 866-910-9611 or by fax 970-530-0215. The normal business hours are 8:00am - 4:30pm on Monday - Friday. You can find more information about the New York firm at ifmcapital.com.