Intentional Wealth Strategies
Intentional Wealth Strategies (CRD# 327743) is a financial advisory firm headquartered in Colorado Springs, CO. They manage $122,764,504 in 560 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management123MILLION
-
Total Number of Accounts560ACCOUNTS
-
Average Account Value$219,222
Compensation Options
- A percentage of assets under your management
- 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
- 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.
CA, CO, TX
Financial Advisors at Intentional Wealth Strategies
1
Richard Carroll (CRD# 5548162) is an Investment Advisor Representative working at Intentional Wealth Strategies in Colorado Springs, CO and has over 11 years of experience in the finance industry.
2
Christopher Long (CRD# 5162120) is an Investment Advisor Representative working at Intentional Wealth Strategies in Colorado Springs, CO and has over 17 years of experience in the finance industry.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.