Intentional Finance, LLC

Intentional Finance, LLC (CRD# 288181) is a financial advisory firm headquartered in Albuquerque, NM. They manage $48,718,200 in 338 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    49
    MILLION
  • Total Number of Accounts
    338
    ACCOUNTS
  • Average Account Value
    $144,137
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NM, TX

Financial Advisors at Intentional Finance, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Susan M. Kroger
CRD#: 4622958
7770 Jefferson St Ne, Suite 430, Albuquerque, NM 87109

Susan Kroger (CRD# 4622958) is an Investment Advisor Representative working at Intentional Finance, LLC in Albuquerque, NM and has over 21 years of experience in the finance industry.

2
Ann J. Shubert
CRD#: 6413618
7770 Jefferson St Ne, Suite 430, Albuquerque, NM 87109

Ann Shubert (CRD# 6413618) is an Investment Advisor Representative working at Intentional Finance, LLC in Albuquerque, NM and has over 9 years of experience in the finance industry.

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