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Integrated Financial Management
INTEGRATED FINANCIAL MANAGEMENT, LLC is a state-registered investment adviser in BOISE, ID. The firm manages $61 million in regulatory assets under...
Overview
INTEGRATED FINANCIAL MANAGEMENT, LLC is a state-registered investment adviser in BOISE, ID. The firm manages $61 million in regulatory assets under management on a discretionary basis. It has 1 employee and 1 investment adviser.
General information
Firm type
Multi Family Office
Location
Region
North America
Country
United States
City
Annapolis
Corporate office
Annapolis, MD, United States
Principals
John G. Popp
President
James A. Inere
Chief Compliance Officer
Sector focus
Frequently asked questions
How does Integrated Financial Management structure its portfolio?
The firm focuses on private credit, real estate, and infrastructure. It uses a mix of direct co-investments and fund commitments to build concentrated, income-focused portfolios. This asset-class mix distinguishes it from more traditional multi-family offices that emphasize public equities and fixed income.
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