RIA Intel›Advisers›Colorado›INSTITUTIONAL AND FAMILY ASSET MANAGEMENT, LLC

INSTITUTIONAL AND FAMILY ASSET MANAGEMENT, LLC

Advisory

N·FORT COLLINS, CO

Data as of Mar 28, 2024 · Source: SEC Form ADV

Total AUM

$1.7B

1-Year AUM Growth

+16.1%

3-Year CAGR

+8.3%

Employees

6

Assets Under Management

Total AUM$1.7B

Discretionary AUM$1.7B

Non-Discretionary AUM$33M

Discretionary %98%

Total Clients—

Team

Total Employees6

Investment Advisers13

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record29

First FilingFeb 26, 2015

Latest FilingMar 28, 2024

🔒 Full AUM trend chart and 29 historical filings spanning 9+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on INSTITUTIONAL AND FAMILY ASSET MANAGEMENT, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.