ITI Financial Management

RIAState Registered

Total AUM

$96M

Discretionary

$94M

98% of AUM

Avg account

$402K

Accounts

239

Employees

Advisory reps

Firm details

Headquarters: Springfield, Missouri
CRD number: 152658
Website: www.itifinancialmgt.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges
Client types: Individuals68.75%
HNWI29.17%
Charitable Organizations1.15%
Corporations / Businesses0.94%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

ITI Financial Management is an independent, privately held RIA organized as an LLC and owned by an individual. The firm serves both individual and family clients as well as institutional clients, offering financial planning and portfolio management across households, small businesses, and institutional entities. Its fee schedule combines assets-under-management billing with the option for hourly charges. ITI does not identify as an active ESG investor, is not registered as a multistate adviser, and does not describe itself as a capital allocator or pension consultant.