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Integrated Financial Management

1989 FOUNDED
M&A STATUS
M&A LATEST DEAL TYPE
1 FINANCING ROUNDS
Description

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

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

Integrated Financial Management Valuation and Funding

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

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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

1 Former Executive

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Integrated Financial Management Board Members (2)

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

1 Former Board Member

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