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IFAM CAPITAL

2133 S Timberline Road
Suite 120
Fort Collins, Colorado 80525
Tel: 866-910-9611

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About IFAM CAPITAL

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.

Firm Information

SEC Current StatusApproved
Firm CRD#175084
SEC# 801-81076
Assets Managed by Firm $1,468,654,612
No. of Clients 2586
No. of Advisors 13

Fee Structure

  • A Percentage of AUM
  • Fixed Fees
  • Other(REVENUE SHARING WITH OUR AFFILIATES, FRS AND FTCS)

Advisory Services Provided

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors

Firm Client Information

No. of ClientsAUM
Firm Total2586$1,468,654,612
Individuals (other than high net worth individuals)565$165,356,042
High net worth individuals157$490,510,026
Pension and profit sharing plans43$387,615,852
Charitable organizations2$3,724,975
Corporations or other businesses21$65,626,799
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PUBLIC TRUST ADVISORS, LLC
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TRANSAMERICA ASSET MANAGEMENT, INC.
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EMPOWER CAPITAL MANAGEMENT, LLC
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$54,431,410,714101260

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