ITI FINANCIAL MANAGEMENT

ITI FINANCIAL MANAGEMENT of SPRINGFIELD, MO is an SEC-registered investment adviser (CRD 152658). Regulatory assets under management: $96.0M. This firm reports disciplinary history on Form ADV.

Registration

• CRD: 152658
• Type: Registered investment adviser
• Location: 4650 S. NATIONAL AVE, SPRINGFIELD, MO, 65810
• Phone: 417-889-2550
• Latest filing: 2026-01-15
• Regulatory AUM: $96.0M
• Discretionary AUM: $94.0M
• Non-discretionary AUM: $2.0M
• Clients: 2
• Accounts: 239

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth, Pooled vehicles, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 152658 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search