Intrinsic Investors LLC

Intrinsic Investors LLC (CRD# 111968) is a financial advisory firm headquartered in Wauwatosa, WI. They manage $123,692,998 in 406 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
1200 N Mayfair Rd, Suite 330, Wauwatosa, WI 53226
http://www.intrivest.com
By the Numbers
  • Total Assets Under Management
    124
    MILLION
  • Total Number of Accounts
    406
    ACCOUNTS
  • Average Account Value
    $304,663
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, WI

Financial Advisors at Intrinsic Investors LLC
Showing 1 - 3 of 3 top financial advisors.
1
William Fons, financial advisor Wauwatosa WI
William M. Fons
CRD#: 2501267
1200 N Mayfair Rd; Suite 330, Wauwatosa, WI 53226

William Fons (CRD# 2501267) is an Investment Advisor Representative working at Intrinsic Investors LLC in Wauwatosa, WI and has over 29 years of experience in the finance industry.

2
Chad Melcher, financial advisor Wauwatosa WI
Chad A. Melcher
CRD#: 5115141
1200 N Mayfair Rd, Suite 330, Wauwatosa, WI 53226

Chad Melcher (CRD# 5115141) is an Investment Advisor Representative working at Intrinsic Investors LLC in Wauwatosa, WI and has over 15 years of experience in the finance industry.

3
Christopher Shea, financial advisor Wauwatosa WI
Christopher P. Shea
CRD#: 705690
1200 N Mayfair Rd; Suite 330, Wauwatosa, WI 53226

Christopher Shea (CRD# 705690) is an Investment Advisor Representative working at Intrinsic Investors LLC in Wauwatosa, WI and has over 44 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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