Institutional and Family Asset Management LLC
- Assets, Funds, Holdings
| Institutional and Family Asset Management LLC
|
| CRD # | 175084 |
| SEC # | 801-81076 |
| CIK # | 0001673815 |
| AUM |
|
| 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 ($M)
|
|
|
| AUM Breakdown |
Accounts |
AUM ($M) |
| 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 |
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