INTRINSIC VALUE PARTNERS, LLC

4742 N 24th Street
Suite 300
Phoenix, Arizona 85016
Tel: (480) 522-2032

About INTRINSIC VALUE PARTNERS, LLC

INTRINSIC VALUE PARTNERS, LLC, formally registered with the SEC as INTRINSIC VALUE PARTNERS, LLC. The firm was established in 06/11/2013. They have over 1 offices throughout the country.

INTRINSIC VALUE PARTNERS, LLC is a Phoenix, Arizona based Financial Planning firm with nearly $159,542,921 assets under management, offering retirement planning & investment advisory services to 201 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	165214
SEC#	801-78111
Assets Managed by Firm	$159,542,921
No. of Clients	201
No. of Advisors	3

Fee Structure

A percentage of AUM
Hourly charges

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	201	$159,542,921
Individuals (other than high net worth individuals)	32	$13,401,379
High net worth individuals	42	$146,141,542

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