Integrated Financial Management, LLC
Integrated Financial Management, LLC (CRD# 304071) is a financial advisory firm headquartered in Boise, ID. They manage $40,369,149 in 158 accounts and serve the financial needs of clients across 5 states (or territories).
Current Firm Details
Integrated Financial Management, LLC
By the Numbers
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Total Assets Under Management40MILLION
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Total Number of Accounts158ACCOUNTS
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Average Account Value$255,501
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
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Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AZ, CO, ID, MT, UT
Financial Advisors at Integrated Financial Management, LLC
1
Gustavo Gonzalez (CRD# 4982399) is an Investment Advisor Representative working at Integrated Financial Management, LLC in Boise, ID and has over 18 years of experience in the finance industry.
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