Intrinsic Investors LLC
Intrinsic Investors LLC (CRD# 111968) is a financial advisory firm headquartered in Wauwatosa, WI. They manage $105,512,925 in 183 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management106MILLION
Total Number of Accounts183ACCOUNTS
Average Account Value$576,573
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
Christopher Shea (CRD# 705690) is an Investment Advisor Representative working at Intrinsic Investors LLC in Wauwatosa, WI and has over 37 years of experience in the finance industry. Christopher Shea has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
William Fons (CRD# 2501267) is an Investment Advisor Representative working at Intrinsic Investors LLC in Wauwatosa, WI and has over 23 years of experience in the finance industry.