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INTEGRATED FINANCIAL MANAGEMENT
925-768-1606
SEC #801-60748Total AUM
$8.3M
Employees
3Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
925-768-1606
Financials
Total AUM
$8.3M
Accounts
61Discretionary
$1.4M
Accounts
14Non-Discretionary
$6.9M
Accounts
47
Clients
None reported
Services
Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
None reported
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.