Integrated Financial Management

Finance · Louisiana, United States · 1-10 Employees

View Company Info for Free

Overview

Headquarters

375 Sam Houston Jones Pkwy, Lake Charles...

Phone Number

(337) 312-0920

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
1
1
1
1
1
1

About Integrated Financial Management

Integrated Financial Management, LLC is an independent financial advisor firm that provides comprehensive financial planning and wealth management services for individuals, families, and businesses. The firm specializes in assisting middle-income and affluent clients with retirement planning, tax reduction strategies, and wealth transfer techniques. With a focus on personalized and objective advice, Integrated Financial Management aims to help clients maintain their desired lifestyle and secure their financial future. Founded in 2000, the firm is committed to placing clients' best interests first, free from product limitations and sales quotas.Explore more
Popular SearchesIntegrated Financial Management LLCIntegrated Financial ManagementIntegrated Financial Management IncIntegrated FinancialIntegrated Financial Management ServicesSIC Code 62,628NAICS Code 52,523Show more

Integrated Financial Management Org Chart

PhoneEmail
EL
United States flag for contact location.

Investment Executive

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.

Is Integrated Financial Management your ideal customer?

Let us give you the heads up on whether it's a good time to reach out

Recommended Actions

Compare Similar Companies to Integrated Financial Management

Compare insights from companies similar to Integrated Financial Management, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Integrated Financial Mana...

<$5M
1-10
Private
-
2000
EL
Edward LewisInvestment Executive
$8.6M
11-50
Private
-
2010
MG
Michael GoodwinFounding Partner
<$5M
1-10
Private
-
1997
GP
Gail PerkinsDirector, Client Experience
<$5M
1-10
Private
-
1987
<$5M
11-50
Private
-
2015
AR
Andrew RafalPresident & Founder
<$5M
1-10
Private
-
2012
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Integrated Financial Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Integrated Financial Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Integrated Financial Management.

Integrated Financial Management Tech Stack

A closer look at the technologies used by Integrated Financial Management

Top Finance Companies

Frequently Asked Questions Regarding Integrated Financial Management

What is Integrated Financial Management's official website?
Integrated Financial Management's official website is www.ifmco.com
What is Integrated Financial Management's Revenue?
Integrated Financial Management's revenue is <$5 Million
What is Integrated Financial Management's SIC code?
Integrated Financial Management's SIC: 62,628
What is Integrated Financial Management's NAICS code?
Integrated Financial Management's NAICS: 52,523
How many employees does Integrated Financial Management have?
Integrated Financial Management has 1-10 employees
What industry does Integrated Financial Management belong to?
Integrated Financial Management is in the industry of: Finance, Securities Trading
What is Integrated Financial Management competition?
Integrated Financial Management top competitors include: Covenant Wealth Advisors, Sterling Total Wealth Solutions, Keystone Financial Strategies, Core Wealth Management
What technology does Integrated Financial Management use?
Some of the popular technologies that Integrated Financial Management uses are: Drupal, AddToAny, Microsoft 365, Google Tag Manager
How do I contact Integrated Financial Management?
Integrated Financial Management contact info: Phone number: (337) 312-0920 Website: www.ifmco.com
What does Integrated Financial Management do?

Integrated Financial Management, LLC is an independent financial advisor firm that provides comprehensive financial planning and wealth management services for individuals, families, and businesses. The firm specializes in assisting middle-income and affluent clients with retirement planning, tax reduction strategies, and wealth transfer techniques... . With a focus on personalized and objective advice, Integrated Financial Management aims to help clients maintain their desired lifestyle and secure their financial future. Founded in 2000, the firm is committed to placing clients' best interests first, free from product limitations and sales quotas.Read More

Is Integrated Financial Management a public company?
Integrated Financial Management is private company therefore does not currently have an official ticker symbol
See more information about Integrated Financial Management

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.