Integrated Financial Management Overview

  • Founded
  • 1989
Founded
  • Status
  • Acquired/​Merged
  • Latest Deal Type
  • M&A
  • Financing Rounds
  • 1

Integrated Financial Management General Information

Description

Provider of wealth management services. The company provides financial planning, estate planning and retirement planning services to high net-worth individuals and institutions.

Contact Information

Ownership Status
Acquired/Merged
Financing Status
Corporate Backed or Acquired
Primary Industry
Asset Management
Other Industries
Other Financial Services
Primary Office
  • 3400 Dundee Road
  • Suite 200
  • Northbrook, IL 60062
  • United States
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Integrated Financial Management Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA
Post-Val Status Debt

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Integrated Financial Management Executive Team (2)

Name Title Board Seat Contact Info
Wheeler Chapman III Founder, President, Chief Investment Officer & Chairman of Investment Committee
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Integrated Financial Management Board Members (2)

Name Representing Role Since
0000000 0000000 000 Integrated Financial Management Founder, President, Chief Investment Officer & Chairman of Investment Committee 000 0000
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