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
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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