Integrated Financial Management Overview
- Founded
-
1989
- 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
Website
www.ifminvestment.com
Ownership Status
Acquired/Merged
Financing Status
Corporate Backed or Acquired
Primary Industry
Asset Management
Other Industries
Other Financial Services
Acquirer
Primary Office
- 3400 Dundee Road
- Suite 200
- Northbrook, IL 60062
- United States
Integrated Financial Management Valuation & Funding
| Deal Type | Date | Amount | Valuation/ EBITDA |
Post-Val | Status | Debt |
|---|
Integrated Financial Management Executive Team (2)
| Name | Title | Board Seat | Contact Info |
|---|---|---|---|
| Wheeler Chapman III | Founder, President, Chief Investment Officer & Chairman of Investment Committee |
Integrated Financial Management Board Members (2)
| Name | Representing | Role | Since |
|---|---|---|---|
| 0000000 0000000 00 | Integrated Financial Management | Founder, President, Chief Investment Officer & Chairman of Investment Committee | 000 0000 |