Overview
Assets Under Management: $1.7 billion
Headquarters: FORT COLLINS, CO
High-Net-Worth Clients: 174
Average Client Assets: $2.9 million
Frequently Asked Questions
IFAM CAPITAL is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #175084), IFAM CAPITAL is subject to fiduciary duty under federal law.
IFAM CAPITAL is headquartered in FORT COLLINS, CO.
IFAM CAPITAL serves 174 high-net-worth clients according to their SEC filing dated March 28, 2024. View client details ↓
According to their SEC Form ADV, IFAM CAPITAL offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
IFAM CAPITAL manages $1.7 billion in client assets according to their SEC filing dated March 28, 2024.
According to their SEC Form ADV, IFAM CAPITAL serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 174
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 29.36%
Average Client Assets: $2.9 million
Total Client Accounts: 821
Discretionary Accounts: 785
Non-Discretionary Accounts: 36
Regulatory Filings
CRD Number: 175084
Filing ID: 1836774
Last Filing Date: 2024-03-28 09:27:00