INSTITUTIONAL AND FAMILY ASSET MANAGEMENT, LLC
Legal name: IFAM CAPITAL
CRD #175084 SEC #801-81076 FORT COLLINS, CO 866-910-9611
SEC Registered
Total AUM
$1.5B
Discretionary
$1.5B
Employees
13
Clients
251
Accounts
2,586
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2024 | $1.7B | $1.7B | $33.3M | 13 | 0 |
| Mar 2024 | $1.5B | $1.5B | $9.2M | 13 | 0 |
| Sep 2023 | $1.5B | $1.5B | $9.2M | 13 | 0 |
| Sep 2023 | $1.5B | $1.5B | $9.2M | 13 | 0 |
| Jul 2023 | $1.5B | $1.5B | $9.2M | 13 | 0 |
| Mar 2023 | $1.5B | $1.5B | $9.2M | 13 | 0 |
| Oct 2022 | $1.6B | $1.6B | $33.5M | 14 | 0 |
| Aug 2022 | $1.6B | $1.6B | $33.5M | 14 | 0 |
| Mar 2022 | $1.6B | $1.6B | $33.5M | 14 | 0 |
| Mar 2021 | $1.3B | $1.3B | $61.3M | 13 | 0 |
| Jun 2020 | $1.3B | $1.2B | $122.4M | 13 | 0 |
| May 2020 | $1.3B | $1.2B | $122.4M | 13 | 0 |
| Mar 2020 | $1.3B | $1.2B | $122.4M | 13 | 0 |
| Apr 2019 | $1.2B | $1.1B | $55.5M | 13 | 0 |
| Mar 2019 | $1.2B | $1.1B | $55.5M | 13 | 0 |
| Sep 2018 | $1.4B | $1.2B | $179.4M | 15 | 0 |
| Aug 2018 | $1.4B | $1.2B | $179.4M | 15 | 0 |
| Mar 2018 | $1.4B | $1.2B | $179.4M | 15 | 0 |
| Sep 2017 | $1.1B | $895.6M | $174.2M | 21 | 900 |
| Jul 2017 | $1.1B | $895.6M | $174.2M | 21 | 900 |
| Jun 2017 | $1.1B | $895.6M | $174.2M | 21 | 900 |
| May 2017 | $1.1B | $895.6M | $174.2M | 21 | 900 |
| Mar 2017 | $1.1B | $895.6M | $174.2M | 21 | 900 |
| Nov 2016 | $1B | $905.5M | $122.8M | 21 | 900 |
| Aug 2016 | $1B | $905.5M | $122.8M | 21 | 900 |
| May 2016 | $1B | $905.5M | $122.8M | 25 | 900 |
| Mar 2016 | $1B | $905.5M | $122.8M | 25 | 900 |
| Jul 2015 | $1.1B | $514.3M | $589.6M | 19 | 0 |
| Feb 2015 | $1.1B | $514.3M | $589.6M | 19 | 0 |
DateMar 2024
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$33.3M
Employees13
Clients0
DateMar 2024
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$9.2M
Employees13
Clients0
DateSep 2023
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$9.2M
Employees13
Clients0
DateSep 2023
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$9.2M
Employees13
Clients0
DateJul 2023
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$9.2M
Employees13
Clients0
DateMar 2023
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$9.2M
Employees13
Clients0
DateOct 2022
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$33.5M
Employees14
Clients0
DateAug 2022
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$33.5M
Employees14
Clients0
DateMar 2022
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$33.5M
Employees14
Clients0
DateMar 2021
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$61.3M
Employees13
Clients0
DateJun 2020
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$122.4M
Employees13
Clients0
DateMay 2020
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$122.4M
Employees13
Clients0
DateMar 2020
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$122.4M
Employees13
Clients0
DateApr 2019
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$55.5M
Employees13
Clients0
DateMar 2019
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$55.5M
Employees13
Clients0
DateSep 2018
Total AUM$1.4B
Discretionary$1.2B
Non-Disc.$179.4M
Employees15
Clients0
DateAug 2018
Total AUM$1.4B
Discretionary$1.2B
Non-Disc.$179.4M
Employees15
Clients0
DateMar 2018
Total AUM$1.4B
Discretionary$1.2B
Non-Disc.$179.4M
Employees15
Clients0
DateSep 2017
Total AUM$1.1B
Discretionary$895.6M
Non-Disc.$174.2M
Employees21
Clients900
DateJul 2017
Total AUM$1.1B
Discretionary$895.6M
Non-Disc.$174.2M
Employees21
Clients900
DateJun 2017
Total AUM$1.1B
Discretionary$895.6M
Non-Disc.$174.2M
Employees21
Clients900
DateMay 2017
Total AUM$1.1B
Discretionary$895.6M
Non-Disc.$174.2M
Employees21
Clients900
DateMar 2017
Total AUM$1.1B
Discretionary$895.6M
Non-Disc.$174.2M
Employees21
Clients900
DateNov 2016
Total AUM$1B
Discretionary$905.5M
Non-Disc.$122.8M
Employees21
Clients900
DateAug 2016
Total AUM$1B
Discretionary$905.5M
Non-Disc.$122.8M
Employees21
Clients900
DateMay 2016
Total AUM$1B
Discretionary$905.5M
Non-Disc.$122.8M
Employees25
Clients900
DateMar 2016
Total AUM$1B
Discretionary$905.5M
Non-Disc.$122.8M
Employees25
Clients900
DateJul 2015
Total AUM$1.1B
Discretionary$514.3M
Non-Disc.$589.6M
Employees19
Clients0
DateFeb 2015
Total AUM$1.1B
Discretionary$514.3M
Non-Disc.$589.6M
Employees19
Clients0