Institutional and Family Asset Management LLC
Legal Name: INSTITUTIONAL AND FAMILY ASSET MANAGEMENT, LLC
Full Contact Details
Other Info
Institutional and Family Asset Management LLC is legally known as INSTITUTIONAL AND FAMILY ASSET MANAGEMENT, LLC. It is a DE Limited Liability Company. This firm has 13 employees, of which 8 are employees in advisory roles. The number of clients served by it is unknown. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of Mar 4, 2015.
IFAM Capital – A Focus Financial Partner
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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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