# INTEGRATED FINANCIAL MANAGEMENT INC

INTEGRATED FINANCIAL MANAGEMENT INC of NORTHBROOK, IL is an SEC-registered investment adviser.

## Registration

- CRD: 106672
- Type: SEC-registered investment adviser
- SEC file number: 801-37105
- Location: 3400 DUNDEE ROAD, STE 200, NORTHBROOK, IL, 60062
- Phone: 847-559-1991
- Latest filing: 2008-12-24
- Regulatory AUM: $138.9M
- Discretionary AUM: $124.1M
- Non-discretionary AUM: $14.7M
- Clients: 1
- Accounts: 267

## Officers, owners & control persons (7)

| Name | Role | Location |
| --- | --- | --- |
| DURAN JOSEPH JOHN THOMAS | CEO, DIRECTOR, PORTFOLIO MANAGER | — |
| BOMMARITO PATRICK MATTHEW | DIRECTOR | — |
| WESTMAN CARYN LEE | SR VP, CORP SECRETARY, CHIEF COMPLIANCE OFFICER | — |
| ROTH RALPH LAWRENCE | SR VP, CFO, DIRECTOR | — |
| CHAPMAN LAURIANNE | OWNER | — |
| CHAPMAN WHEELER ELLIOTT | PRESIDENT & CEO; PRESIDENT & CEO, CHIEF COMPLIANCE OFFICER; PRESIDENT, DIRECTOR, CHIEF INVESTMENT OFFICER | — |
| CHAPMAN SUSAN INGLIS | OWNER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/106672/brochure
- Similar advisers: https://search.stillhousedata.com/firm/106672/similar
- Related entities: https://search.stillhousedata.com/firm/106672/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/106672

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.