RIA Intel›Advisers›Idaho›INTEGRATED FINANCIAL MANAGEMENT, LLC

INTEGRATED FINANCIAL MANAGEMENT, LLC

Advisory

BOISE, ID

Data as of Aug 27, 2026 · Source: SEC Form ADV

Average account

$216K

across 283 accounts

AUM per adviser

$61M

1 advisers

Source: SEC Form ADV. Figures as filed Aug 27, 2026.

Total AUM

$61M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$61M

Discretionary AUM$61M

Non-Discretionary AUM$71K

Discretionary %99.9%

Total Clients154

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InAZ, CO, ID, MT, UT

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

154 clients

11 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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