Intentional

Intentional (CRD# 318570) is a financial advisory firm headquartered in Fort Mill, SC. They manage $124,717,218 in 430 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details
850 Bee Balm Trail, Fort Mill, SC 29708
https://www.primewm.com/
By the Numbers
  • Total Assets Under Management
    125
    MILLION
  • Total Number of Accounts
    430
    ACCOUNTS
  • Average Account Value
    $290,040
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
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)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

DE, FL, HI, MD, NC, SC, VA

Financial Advisors at Intentional
Showing 1 - 1 of 1 top financial advisors.
1
Dale Rice, financial advisor Fort Mill SC
Dale W. Rice
CRD#: 2644016
850 Bee Balm Trail, Fort Mill, SC 29708

Dale Rice (CRD# 2644016) is an Investment Advisor Representative working at Intentional in Fort Mill, SC and has over 28 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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