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Building 2INTEGRATED FINANCIAL MANAGEMENT INC

Map pinNORTHBROOK, IL
Phone847-559-1991
NotebookSEC #801-37105
Total AUM
$138.9M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3400 DUNDEE ROAD, STE 200
NORTHBROOK
IL 60062
United States
Operating Hours
8:30 A.M. - 5:00 P.M.
Monday - Friday
Phone
847-559-1991

ReceiptFinancials

Total AUM
$138.9M
Accounts
267
Discretionary
$124.1M
Accounts
260
Non-Discretionary
$14.7M
Accounts
7

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
IL

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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