INTEGRATED FINANCIAL MANAGEMENT, LLC

INTEGRATED FINANCIAL MANAGEMENT, LLC of BOISE, ID is an SEC-registered investment adviser (CRD 304071). Regulatory assets under management: $61.2M.

Registration

• CRD: 304071
• Type: Registered investment adviser
• Location: 9470 W. FAIRVIEW AVE., BOISE, ID, 83704
• Phone: 208-376-1648
• Latest filing: 2026-07-22
• Regulatory AUM: $61.2M
• Discretionary AUM: $61.1M
• Non-discretionary AUM: $71K
• Clients: 1
• Accounts: 283

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 304071 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search