Investment adviser · CRD 288181

INTENTIONAL FINANCE, LLC

Investment adviser filing (IA)

ALBUQUERQUE, NM, United States · Form ADV filed Aug 17, 2017

Regulatory AUM
$7.7M
Form ADV · Item 5.F
Client accounts
71
Accounts, not individual clients
Employees
2
Reported in this filing
Advisory professionals
2
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Aug 17, 2017. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers

Compensation

Percentage of assets · Hourly · Fixed

Principal office

7770 JEFFERSON ST NE, SUITE 430
ALBUQUERQUE, NM, 87109, United States

CRD 288181

Filing source

Form ADV 1126952 · Aug 17, 2017 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.