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
7770 Jefferson St Ne, Suite 430, Albuquerque, NM 87109
http://www.intentionalfinancellc.com
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)
  • Educational seminars/workshops
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 Kroger, financial advisor Albuquerque NM
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 Shubert, financial advisor Albuquerque NM
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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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