RIA Intel›Advisers›Illinois›INTEGRATED FINANCIAL MANAGEMENT INC

INTEGRATED FINANCIAL MANAGEMENT INC

Advisory

NORTHBROOK, IL

Data as of Dec 24, 2008 · Source: SEC Form ADV

Total AUM
$139M
1-Year AUM Growth
0.0%
3-Year CAGR
+3.8%
Employees
0
Assets Under Management
Total AUM$139M
Discretionary AUM$124M
Non-Discretionary AUM$15M
Discretionary %89.4%
Total Clients—
Team
Total Employees0
Investment Advisers0
Employee Growth (1Y)—
Filing History
Total Filings on Record17
First FilingFeb 20, 2001
Latest FilingDec 24, 2008
🔒 Full AUM trend chart and 17 historical filings spanning 7+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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