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
Firm Details
- Organization Type
- Corporation
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 23, 2007
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CHAPMAN, WHEELER, ELLIOTT | I | PRESIDENT & CEO, CHIEF COMPLIANCE OFFICER | E | Control |
| CHAPMAN, WHEELER, ELLIOTT | I | PRESIDENT & CEO, CHIEF COMPLIANCE OFFICER | E | Control |
| CHAPMAN, WHEELER, ELLIOTT | I | PRESIDENT & CEO, CHIEF COMPLIANCE OFFICER | E | Control |
| CHAPMAN, WHEELER, ELLIOTT | I | PRESIDENT & CEO | E | Control |
| CHAPMAN, LAURIANNE | I | OWNER | C | Control |
| CHAPMAN, LAURIANNE | I | OWNER | C | Control |
| CHAPMAN, LAURIANNE | I | OWNER | C | Control |
Registrations
Federal
IA
Feb 23, 2007 REGISTERED
Notice Filings (4)
IL NC TX WI
Address
3400 DUNDEE ROAD, STE 200NORTHBROOK, IL 60062
USA
Phone: 847-559-1991