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ITI FINANCIAL MANAGEMENT
ITI FINANCIAL MANAGEMENT, L.L.C.
CRD 152658
4650 S. NATIONAL AVE, SUITE A-1, SPRINGFIELD, MO, 65810, United States
Phone
417-889-2550
Fax
417-889-2559
Registration
— (—)
Source
State registered
Total AUM
$96.0M
Discretionary AUM
$94.0M
Team
2 total employees; 1 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-01-15
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)ADMINISTRATIVE SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 85 | $66.0M |
| High net worth individuals | 21 | $28.0M |
| Charitable organizations | 1 | $1.1M |
| Corporations/business entities | 2 | $900K |
All web addresses on file
Official SEC filing: View on IAPD