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- Custodian
- Charles Schwab & Company · Gemini Trust · Goldman Sachs
- Clients
- Retail and Institutional
- Platforms
- Available
- 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.
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Platform
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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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Total | Available | Available |
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