linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Integrated Financial Management, LLC

Headquartered in BOISE, ID

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information.

Firm Information

Integrated Financial Management, LLC is an investment advisor with 1 licensed agent and 1 investment adviser representative. They manage $50,202,766 in regulatory assets under management, with the majority of these assets managed on a discretionary basis. The firm specializes in financial planning and selection of other advisors. They have a total of 161 accounts, with 155 of those being discretionary accounts and 6 non-discretionary. The firm serves a diverse client base, including high-net-worth individuals, individuals other than high-net-worth, and "other" clients. They do not participate in any wrap fee programs.

Integrated Financial Management, LLC

$50.20M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

INTEGRATED FINANCIAL MANAGEMENT, LLC has a total of 1 branch locations across the country.
location

BOISE, ID

Advisors at Integrated Financial Management, LLC

View All 1 Advisors
Unclaimed
Gustavo Gonzalez

RA

BOISE, ID

View Profile

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.
Not sure if Integrated Financial Management, LLC is right for you?

Disclosures

There are no public disclosures for Integrated Financial Management, LLC.

Frequently Asked Questions (7)

Not sure if Integrated Financial Management, LLC is right for you?