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INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC Info

INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC info

INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC (SEC CIK 1673815) first filed with the SEC on 2016-05-11 (Form 13F-HR) and has filed 38 times since, including 35 Form 13F-HR quarterly holdings reports. It is organized in DE and registered at 2133 SOUTH TIMBERLINE ROAD, SUITE 120, FORT COLLINS, CO, 80525.

  • Name: Value INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC.
  • SEC CIK: Value 1673815.
  • State of organization: Value DE.
  • Business address: Value 2133 SOUTH TIMBERLINE ROAD, SUITE 120, FORT COLLINS, CO, 80525.

No Form ADV row is held for this firm, so its adviser registration date, assets under management and employees are left out rather than estimated.

Firm

FieldValue
NameINSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC
SEC CIK1673815
State of organizationDE
Business address2133 SOUTH TIMBERLINE ROAD, SUITE 120, FORT COLLINS, CO, 80525
Mailing address2133 SOUTH TIMBERLINE ROAD, SUITE 120, FORT COLLINS, CO, 80525
Phone866-910-9611
Fiscal year endDecember 31
Former namesNone filed

SEC Filing History

FieldValue
First SEC filing2016-05-11 (Form 13F-HR)
Latest SEC filing2024-08-30 (Form N-PX)
Filings on EDGAR38
First Form 13F-HR2016-05-11 (quarter ended 2015-12-31)
Latest Form 13F-HR2024-07-05 (quarter ended 2024-06-30)
Form 13F-HR filings35

Filings by Form

FormFilingsLatest
13F-HR352024-07-05
13F-HR/A22017-11-22
N-PX12024-08-30

Filings by Year

YearFilingsForm 13F-HR
202443
202344
202244
202144
202044
201944
201844
201754
201654

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