Institutional and Family Asset Management LLC
Legal Name: INSTITUTIONAL AND FAMILY ASSET MANAGEMENT, LLC
Full Contact Details
Institutional and Family Asset Management LLC
2133 S TIMBERLINE ROAD, SUITE 120, FORT COLLINS, CO
866-910-9611
970-530-0215
Other Info
Institutional and Family Asset Management LLC, also known as INSTITUTIONAL AND FAMILY ASSET MANAGEMENT, LLC, is a Delaware-based Limited Liability Company that employs 13 people, of which 8 are advisors. It is unclear how many clients the firm serves, but its latest SEC status is listed as Approved, and it registered on March 4, 2015.
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Direct Owners
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BRIAN PATRICK SULLIVAN
CHIEF EXECUTIVE OFFICER owns less than 5%
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DANIEL THOMAS GAMACHE
CHIEF INVESTMENT OFFICER owns less than 5%
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FOCUS OPERATING, LLC
MEMBER (MANAGER) owns 75% or more
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KIMBERLY A JARDINE
CHIEF COMPLIANCE OFFICER owns less than 5%
Indirect Owners
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FOCUS FINANCIAL PARTNERS INC.
MEMBER owns 75% or more
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FOCUS FINANCIAL PARTNERS, LLC
MEMBER owns 75% or more
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