Institutional and Family Asset Management, LLC (Entity# 20141761894) is a business entity registered with Colorado Department of State (CDOS). The business start date is December 17, 2014. The entity status is Good Standing.
| Entity ID | 20141761894 |
| Entity Name | Institutional and Family Asset Management, LLC |
| Entity Status | Good Standing |
| Form Date | 2014-12-17 |
| Jurisdiction | DE |
| Entity Type | Foreign Limited Liability Company |
| Principal Address |
875 3rd Avenue 28th Floor New York NY 10022 |
| Agent Organization | C T Corporation System |
| Principal Address |
7700 E Arapahoe Rd Ste 220 Centennial CO 80112-1268 |
| Transaction ID | Transaction Description | Received Date | Effective Date |
|---|---|---|---|
| 20228170250 |
File Report Comment: Principal address changed |
2022-11-30 | 2022-11-30 |
| 20221014744 | File Report | 2022-01-04 | 2022-01-04 |
| 20211018692 |
File Report Comment: Change of Entity Address |
2021-01-06 | 2021-01-06 |
| 20201126174 |
File Report Comment: Removed entity mailing address; / Change of Entity Address |
2020-02-07 | 2020-02-07 |
| 20191914234 |
Statement of Change Changing the Registered Agent Information Comment: Registered agent name and/or address changed; Document lists all affected entities. |
11/20/2019 | 11/30/2019 |
| 20191190783 |
File Report Comment: Change of Entity Address |
2019-03-01 | 2019-03-01 |
| 20181177325 |
Statement of Change Changing the Principal Office Address Comment: Principal address changed; |
2018-02-28 | 2018-02-28 |
| 20171891376 | File Report | 11/29/2017 | 11/29/2017 |
| 20171188691 | File Report | 03/07/2017 | 03/07/2017 |
| 20161624475 |
Statement of Change Changing the Registered Agent Information Comment: Registered agent address changed; Document lists all affected entities. |
2016-09-16 | 2016-09-16 |
| 20151842913 | File Report | 2015-12-31 | 2015-12-31 |
| 20141761894 |
Apply for Foreign Entity Authority To transact business in Colorado Name: Institutional and Family Asset Management, LLC |
2014-12-17 | 2014-12-17 |
| Street Address |
875 3rd Avenue 28th Floor |
| City | New York |
| State | NY |
| Zip Code | 10022 |
| Country | US |
| Entity Name | Office Address | Agent | FormationDate |
|---|---|---|---|
| Xml Financial, LLC | 875 3rd Avenue, 28th Floor, New York, NY 10022 | 2019-02-11 | |
| Xml Financial, LLC | 875 3rd Avenue, 28th Floor, New York, NY 10022 | 2019-02-11 | |
| Buckingham Strategic Partners, LLC | 875 3rd Avenue, 28th Floor, New York, NY 10022 | 2018-10-26 | |
| The Colony Group, LLC | 875 3rd Avenue, 28th Floor, New York, NY 10022 | 2017-01-10 | |
| Transform Wealth, LLC | 875 3rd Avenue, 28th Floor, New York, NY 10022 | 2016-03-22 | |
| Buckingham Strategic Wealth, LLC | 875 3rd Avenue, 28th Floor, New York, NY 10022 | 2015-12-02 | |
| Buckingham Strategic Wealth, LLC | 875 3rd Avenue, 28th Floor, New York, NY 10022 | 2015-12-02 | |
| Focus Operating, LLC | 875 3rd Avenue, 28th Floor, New York, NY 10022 | 2015-01-29 | |
| Focus Financial Partners, LLC | 875 3rd Avenue, 28th Floor, New York, NY 10022 | 2011-01-21 | |
| Xml Securities, LLC | 875 3rd Avenue, 28th Floor, New York, NY 10022 | 2007-12-28 | |
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| Role | Name / Organization | Address |
|---|---|---|
| Agent | C T Corporation System | 7700 E Arapahoe Rd Ste 220, Centennial, CO 80112-1268 |
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| City | New York |
| Zip Code | 10022 |
| Category | asset management |
| Category + City | asset management + New York |
Please comment or provide details below to improve the information on Institutional and Family Asset Management, LLC.
| Data Provider | Colorado Department of State (CDOS) |
| Jurisdiction | Colorado State |
| Related Datasets | Colorado Trade Name, Colorado Professional and Occupational Licenses |
This dataset includes 1.66 million business entities (corporations, LLCs, etc.) registered with Colorado Department of State (CDOS). Each business is registered with business name, principal address, mailing address, owner name, owner address, entity status, type and creation date.