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- Custodian
- Charles Schwab & Company ยท Goldman Sachs
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 02-18-2020
- Office Locations
- 1
Office Locations
About Integrated Financial Management, LLC
Integrated Financial Management, LLC is a Boise, Idaho-based advisor providing financial planning and investment management, including estate planning and guidance on Medicare, Social Security, and life/long-term care insurance decisions for clients nationwide. The practice emphasizes portfolio construction and asset allocation and works with custodians such as Charles Schwab. Also delivers federal benefits workshops for agencies serving federal employees.
Reported data analysis
What the numbers show
Of the latest reported AUM, 99.9% is discretionary and 0.1% is non-discretionary.
The firm reports 1 advisory representatives and 154 clients, or 154 clients per representative. That equates to $397.3K in reported AUM per client.
The profile lists 1 reported office location and 6 years in operation. The source data was last updated on August 27, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
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- CRM
- Industry Interests
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Owner & Executives
GUSTAVO GONZALEZ
Advisor, Chief Compliance Officer, Managing Member
- CRD
- #4982399
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $61,105,615 | -- |
| Non-Discretionary | $70,916 | -- |
| Total | $61,176,531 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Integrated Financial Management, LLC has reported separately managed account data across 1 asset class. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.