Intrinsic Investors LLC

Intrinsic Investors LLC (CRD# 111968) is a financial advisory firm headquartered in Wauwatosa, WI. They manage $81,855,957 in 395 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    82
    MILLION
  • Total Number of Accounts
    395
    ACCOUNTS
  • Average Account Value
    $207,230
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Publication of periodicals or newsletters
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

WI

Financial Advisors at Intrinsic Investors LLC
Showing 1 - 2 of 2 top financial advisors.
1
Christopher P. Shea
CRD#: 705690
1200 N Mayfair Rd; Suite 330, Wauwatosa, WI 53226
96
Wealthminder
score

Christopher Shea (CRD# 705690) is an Investment Advisor Representative working at Intrinsic Investors LLC in Wauwatosa, WI and has over 36 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.

2
William M. Fons
CRD#: 2501267
1200 N Mayfair Rd; Suite 330, Wauwatosa, WI 53226
83
Wealthminder
score

William Fons (CRD# 2501267) is an Investment Advisor Representative working at Intrinsic Investors LLC in Wauwatosa, WI and has over 22 years of experience in the finance industry.

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