Integrated Financial Management, LLC
Firm details
- Headquarters
- Boise, Idaho
- CRD number
- 304071
- Website
- infinman.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals76.64%
- HNWI23.24%
- Other0.12%
- Services
- Financial PlanningSelection of Other Advisers
Firm profile
FINTRXOverview
Integrated Financial Management, LLC is an independent registered investment adviser organized as an individual-owned LLC that serves primarily individual and family clients. The firm provides financial planning and selects sub‑advisers on behalf of clients. Its stated fee arrangements include asset‑based fees and fixed fees. The firm is flagged as a capital allocator and lists an affiliation with an insurance company; it does not describe itself as an active ESG investor, a multi‑state adviser, or a pension consultant.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds100%
Contacts
1 of 1
Gustavo Gonzalez
Financial AdvisorCRD 4982399
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Boise, ID
Ada
Location
Boise, ID
Headquartered in Boise, ID, anchoring the Boise City-Mountain Home-Ontario, ID-OR metro in the West.
- Metro area
- Boise City-Mountain Home-Ontario, ID-OR
- Region
- West
- County
- Ada
- Address
- 9470 W Fairview Ave
- Time zone
- MT (UTC-7)
- Office locations
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