Integrated Financial Management, LLC

Overview

Integrated Financial Management, LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual principal. The firm acts as a capital allocator for a client base made up of individuals and families, and its advisory offering centers on financial planning and the selection of third‑party advisers. Its fee structure combines a percentage of assets under management with fixed fees. The firm does not identify itself as an active ESG investor and, per its filing, does not operate as a multi‑state or pension consultant adviser. An insurance company affiliation is noted in its disclosures.

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Public Holdings

Investments & Alternatives