# Integrated Financial Management

Integrated Financial Management is a Multi Family Office based in Annapolis, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Annapolis, United States
- **Region:** North America
- **Address:** Annapolis, MD, United States
- **Assets under management:** Undisclosed
- **Website:** integratedfinancialmanagement.com

## Regulatory record

- **CRD number:** 304071
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/304071

## About

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.

## Sectors

- Private Credit
- Real Estate
- Infrastructure

## People

- John G. Popp — President
- James A. Inere — Chief Compliance Officer

## 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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- [Texas Real Estate Fund Managers LLC](https://altss.com/profile/texas-real-estate-fund-managers-llc)
- [PRINCE, WILLIAM L](https://altss.com/profile/prince-william-l)

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Last updated: 2026-07-06T01:24:18.683Z

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