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).
Current Firm Details
By the Numbers
-
Total Assets Under Management49MILLION
-
Total Number of Accounts338ACCOUNTS
-
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NM, TX
Financial Advisors at Intentional Finance, LLC
1
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 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.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.