# INSTITUTIONAL AND FAMILY ASSET MANAGEMENT, LLC

INSTITUTIONAL AND FAMILY ASSET MANAGEMENT, LLC of FORT COLLINS, CO is an SEC-registered investment adviser.

## Registration

- CRD: 175084
- Type: SEC-registered investment adviser
- SEC file number: 801-81076
- Location: 2133 S TIMBERLINE ROAD, SUITE 120, FORT COLLINS, CO, 80525
- Phone: 866-910-9611
- Latest filing: 2024-03-28
- Regulatory AUM: $1.7B
- Discretionary AUM: $1.7B
- Non-discretionary AUM: $33.3M
- Clients: 13
- Accounts: 821

## Officers, owners & control persons (8)

| Name | Role | Location |
| --- | --- | --- |
| LAUER JOHN GERARD | CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER | — |
| GORDON JOHN | CEO/CIO | — |
| SULLIVAN TIMOTHY PATRICK | CHIEF COMPLIANCE OFFICER; CHIEF EXECUTIVE OFFICER | — |
| HARTMAN CLAYTON ERNEST | CHIEF COMPLIANCE OFFICER & MANAGING DIRECTOR; MANAGING DIRECTOR | — |
| KNEEN TIMOTHY BARNARD | MANAGING DIRECTOR | — |
| KULBERG ERIC CARL | CHIEF COMPLIANCE OFFICER | — |
| JARDINE KIMBERLY A | CHIEF COMPLIANCE OFFICER; SENIOR COMPLIANCE OFFICER | — |
| GAMACHE DANIEL THOMAS | CHIEF INVESTMENT OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/175084/brochure
- Similar advisers: https://search.stillhousedata.com/firm/175084/similar
- Related entities: https://search.stillhousedata.com/firm/175084/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/175084

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.