INSTITUTIONAL AND FAMILY ASSET MANAGEMENT, LLC

INSTITUTIONAL AND FAMILY ASSET MANAGEMENT, LLC of FORT COLLINS, CO is an SEC-registered investment adviser (CRD 175084). Regulatory assets under management: $1.7B.

Registration

Officers, owners & control persons (8)

NameRoleLocation
LAUER JOHN GERARDCHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER
GORDON JOHNCEO/CIO
SULLIVAN TIMOTHY PATRICKCHIEF COMPLIANCE OFFICER; CHIEF EXECUTIVE OFFICER
HARTMAN CLAYTON ERNESTCHIEF COMPLIANCE OFFICER & MANAGING DIRECTOR; MANAGING DIRECTOR
KNEEN TIMOTHY BARNARDMANAGING DIRECTOR
KULBERG ERIC CARLCHIEF COMPLIANCE OFFICER
JARDINE KIMBERLY ACHIEF COMPLIANCE OFFICER; SENIOR COMPLIANCE OFFICER
GAMACHE DANIEL THOMASCHIEF INVESTMENT OFFICER

More on this firm