Intera Financial Planners LLC

Intera Financial Planners LLC (CRD# 321627) is a financial advisory firm headquartered in , . They manage $11,352,797 in 36 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
https://interafp.com
By the Numbers
  • Total Assets Under Management
    11
    MILLION
  • Total Number of Accounts
    36
    ACCOUNTS
  • Average Account Value
    $315,355
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
  • 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.

OH

Financial Advisors at Intera Financial Planners LLC
Showing 1 - 1 of 1 top financial advisors.
1
Elizabeth Griffiths, financial advisor Avon Lake OH
Elizabeth C. Griffiths
CRD#: 7546642
Avon Lake, OH

Elizabeth Griffiths (CRD# 7546642) is an Investment Advisor Representative working at Intera Financial Planners LLC in Avon Lake, OH and has 1 year 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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