INTEGRATED FINANCIAL MANAGEMENT INC
CRD #106672 SEC #801-37105 NORTHBROOK, IL 847-559-1991
SEC Registered
Total AUM
$140.7M
Discretionary
$122.6M
Employees
5
Clients
26
Accounts
257
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2007 | $140.7M | $122.6M | $18.1M | 5 | -- |
| Feb 2007 | $140.7M | $122.6M | $18.1M | 5 | -- |
| Mar 2006 | $125.6M | $111.6M | $14M | 5 | -- |
| Aug 2004 | $109.9M | $96.2M | $13.7M | 5 | -- |
DateSep 2007
Total AUM$140.7M
Discretionary$122.6M
Non-Disc.$18.1M
Employees5
Clients--
DateFeb 2007
Total AUM$140.7M
Discretionary$122.6M
Non-Disc.$18.1M
Employees5
Clients--
DateMar 2006
Total AUM$125.6M
Discretionary$111.6M
Non-Disc.$14M
Employees5
Clients--
DateAug 2004
Total AUM$109.9M
Discretionary$96.2M
Non-Disc.$13.7M
Employees5
Clients--