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Alan Dixon Beugg
Gestor de Cartera-Acciones en Institutional & Family Asset Management LLC .
Cargos activos de Alan Dixon Beugg
Empresas | Cargo | Inicio | Fin |
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Institutional & Family Asset Management LLC
![]() Institutional & Family Asset Management LLC Investment ManagersFinance Institutional & Family Asset Management LLC (do-business-as IFAM Capital) is a SEC-registered investment advisor headquartered in Fort Collins, Colorado. The firm was founded in 2014 by Timothy Kneen and Clayton Hartman. They are a wholly-owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). IFAM Capital provides holistic and personalized financial planning, wealth management and discretionary and nondiscretionary investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Gestor de Cartera-Acciones | 01/01/2014 | - |
Ventas & Marketing | 01/01/2014 | - |
Historial de carrera de Alan Dixon Beugg
Formación de Alan Dixon Beugg.
Denison University | Undergraduate Degree |
Estadísticas
Internacional
Estados Unidos | 3 |
Operativa
Portfolio Manager-Equities | 1 |
Sales & Marketing | 1 |
Undergraduate Degree | 1 |
Sectorial
Consumer Services | 2 |
Finance | 2 |
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Empresas relacionadas
Empresas privadas | 1 |
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Institutional & Family Asset Management LLC
![]() Institutional & Family Asset Management LLC Investment ManagersFinance Institutional & Family Asset Management LLC (do-business-as IFAM Capital) is a SEC-registered investment advisor headquartered in Fort Collins, Colorado. The firm was founded in 2014 by Timothy Kneen and Clayton Hartman. They are a wholly-owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). IFAM Capital provides holistic and personalized financial planning, wealth management and discretionary and nondiscretionary investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Finance |
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