Alan Dixon Beugg
Gestionnaire de Portefeuille-Actions chez Institutional & Family Asset Management LLC
Profil
Mr. Alan D.
Beugg is a Partner at Institutional & Family Asset Management LLC.
He started in the industry in 1997, and enjoys helping high-net-worth individuals and families solve complex income, estate, and financial planning challenges.
He received his undergraduate degree from Denison University.
He holds his Certified Financial Fiduciary.
Postes actifs de Alan Dixon Beugg
| Sociétés | Poste | Début |
|---|---|---|
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. | Gestionnaire de Portefeuille-Actions | 01/01/2014 |
Formation de Alan Dixon Beugg
| Denison University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 1 |
|---|---|
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 |
