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⚲
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| Institutional and Family Asset Management LLC
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| |
|---|---|
| CRD # | 175084 |
| SEC # | 801-81076 |
| CIK # | 0001673815 |
| AUM | $1.7 BB (2024-03-28) |
| Employees | 13 (46% Investors, 23% Brokers) |
| Phone | 866-910-9611 |
| Address | 2133 S Timberline Road Fort Collins, CO 80525 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| GLD | 11.1 | ||
| AAPL | 2,382,844.0 | 10.6 | |
| PAA | 7,075.9 | 10.1 | |
| XOM | 385,508.3 | 10.0 | |
| MSFT | 1,918,222.4 | 8.2 | |
| JPM | 340,169.2 | 7.4 | |
| WFC | 152,296.4 | 7.2 | |
| LLY | 301,789.7 | 5.9 | |
| AMGN | 130,083.0 | 5.8 | |
| ELV | 114,054.8 | 5.8 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 565 | 165.4 |
| (b) Individuals (high net worth individuals) | 157 | 490.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 43 | 387.6 |
| (h) Charitable organizations | 2 | 3.7 |
| (i) State or municipal government entities | 1 | 351.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 3 | 4.8 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 21 | 65.6 |
| (n) Other | 0 | 0.0 |
| Total | 2,586 | 1,468.7 |
| By Discretionary | ||
| Discretionary | 2,542 | 1,459.5 |
| Non-Discretionary | 44 | 9.2 |
| Total | 2,586 | 1,468.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,468.7 | |
| Total | 2,586 | 1,468.7 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001673815] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Grant TANI Barash & Altman LLC
✚
|
CA | 1.7 |
|
Warwick Investment Management Inc
✚
|
TX | 1.7 |
|
Alta Capital Management LLC
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|
UT | 1.7 |
|
Smith Moore & Co
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|
MO | 1.7 |
|
Doyenne Wealth Advisors LLC
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|
IL | 1.7 |
|
The Wealth Alliance LLC
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|
NY | 1.7 |
|
Heritage Investment Group Inc
✚
|
FL | 1.7 |
|
Independence Asset Advisors LLC
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|
PA | 1.7 |
|
Well Done LLC
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|
MI | 1.7 |
|
Sigma Investment Counselors Inc
✚
|
MI | 1.7 |