Intrinsic Value Partners, LLC

Intrinsic Value Partners, LLC (CRD# 165214) is a financial advisory firm headquartered in Phoenix, AZ. They manage $116,638,951 in 203 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    117
    MILLION
  • Total Number of Accounts
    203
    ACCOUNTS
  • Average Account Value
    $574,576
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
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.

AZ, TX

Financial Advisors at Intrinsic Value Partners, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Daniel S. Flack
CRD#: 4699388
4742 N 24th Street, Suite 300, Phoenix, AZ 85016
96
Wealthminder
score

Daniel Flack (CRD# 4699388) is an Investment Advisor Representative working at Intrinsic Value Partners, LLC in Phoenix, AZ and has over 13 years of experience in the finance industry. Daniel Flack 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
Matthew J. Henderson
CRD#: 2565726
4742 N 24th Street, Suite 300, Phoenix, AZ 85016
96
Wealthminder
score

Matthew Henderson (CRD# 2565726) is an Investment Advisor Representative working at Intrinsic Value Partners, LLC in Phoenix, AZ and has over 15 years of experience in the finance industry.

3
Carter A. Pearl
CRD#: 1226543
4742 N 24th Street, Suite 300, Phoenix, AZ 85016
96
Wealthminder
score

Carter Pearl (CRD# 1226543) is an Investment Advisor Representative working at Intrinsic Value Partners, LLC in Phoenix, AZ and has over 22 years of experience in the finance industry.

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