2133 S Timberline Road
Suite 120
Fort Collins, Colorado 80525
Tel: 866-910-9611
IFAM CAPITAL, formally registered with the SEC as IFAM CAPITAL. The firm was established in 03/04/2015. They have over 3 offices throughout the country.
IFAM CAPITAL is a Fort Collins, Colorado based Financial Planning firm with nearly $1,468,654,612 assets under management, offering retirement planning & investment advisory services to 2586 clients. The firm is staffed with 13 experienced financial planners.
SEC Current Status | Approved |
Firm CRD# | 175084 |
SEC# | 801-81076 |
Assets Managed by Firm | $1,468,654,612 |
No. of Clients | 2586 |
No. of Advisors | 13 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 2586 | $1,468,654,612 |
Individuals (other than high net worth individuals) | 565 | $165,356,042 |
High net worth individuals | 157 | $490,510,026 |
Pension and profit sharing plans | 43 | $387,615,852 |
Charitable organizations | 2 | $3,724,975 |
Corporations or other businesses | 21 | $65,626,799 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$203,245,721,760 | 6667 | 1061 | |
$116,213,253,377 | 236022 | 874 | |
$64,938,342,319 | 89 | 78 | |
$63,514,278,950 | 136 | 59 | |
$54,431,410,714 | 101 | 260 |
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