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INTEGRATED FINANCIAL MANAGEMENT, LLC
CRD 304071
9470 W. FAIRVIEW AVE., BOISE, ID, 83704, United States
Phone
208-376-1648
Fax
1-888-511-6852
Registration
— (—)
Source
State registered
Total AUM
$61.2M
Discretionary AUM
$61.1M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-03
Disciplinary history
No
Services
Financial planningSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 137 | $46.9M |
| High net worth individuals | 11 | $14.2M |
All web addresses on file
Official SEC filing: View on IAPD