Institutional and Family Asset Management, LLC

New York, NY

Colorado

Registered In

12/17/2014

Incorp. Date

Foreign

Registration Type

Delaware

Foreign Jurisdiction

Company Summary

Institutional and Family Asset Management, LLC in New York, NY was registered on 12/17/2014. It is listed at 875 3rd Ave FL 28th, New York, Ny 10022.

Overview

Registered In

Colorado

Incorporation Date

12/17/2014

Company Type

Foreign Limited Liability Company

Status

Good Standing

Registration Type

Foreign

Foreign Jurisdiction

Delaware

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C T Corporation System Registered Agent

7700 E ARAPAHOE RD STE 220, CENTENNIAL, CO 80112

Map & Locations

875 3RD AVE FL 28TH, NEW YORK, NY 10022 View Map

Alias/DBA

Aliases are alternate names by which a company or individual conducts business, commonly referred to as a Trade Name, Fictitious Name, or DBA (Doing Business As).

Ifam Capital

New York, NY New York, NY

Financials

Financial Information for Institutional and Family Asset Management, LLC

Form 5500

INSTITUTIONAL AND FAMILY ASSET MANAGEMENT, LLC

2133 South Timberline Road, Suite 1, Fort Collins, Co 80525 (973) 530-5024 EIN:47-2600132 Plan Admin:Wayne Jamerson

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2020	Plan NameINSTITUTIONAL AND FAMILY ASSET MANAGEMENT, LLC 401(K) PLAN Plan #001 Participants BOY/EOY19 / 0 Assets BOY/EOY$1,157,741 / $0	2020	INSTITUTIONAL AND FAMILY ASSET MANAGEMENT, LLC 401(K) PLAN - Plan #001	19 / 0	$1,157,741 / $0
2019	Plan NameINSTITUTIONAL AND FAMILY ASSET MANAGEMENT, LLC 401(K) PLAN Plan #001 Participants BOY/EOY19 / 19 Assets BOY/EOY$844,207 / $1,157,741	2019	INSTITUTIONAL AND FAMILY ASSET MANAGEMENT, LLC 401(K) PLAN - Plan #001	19 / 19	$844,207 / $1,157,741

Benefit & Retirement Plans based on Form 5500.

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Sources

The following government agencies have contributed data:

• Colorado Secretary of State • U.S. Department of Labor