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Home > Retirement Planners > arizona > tempe > INTRINSIC WEALTH COUNSEL, INC.
INTRINSIC WEALTH COUNSEL, INC.
1255 W. Rio Salado Pkwy
Suite 115
Tempe, Arizona 85281
Tel: 480-924-5613
About INTRINSIC WEALTH COUNSEL, INC.
INTRINSIC WEALTH COUNSEL, INC, formally registered with the SEC as INTRINSIC WEALTH COUNSEL, INC. The firm was established in 05/18/1984. They have over 2 offices throughout the country.
INTRINSIC WEALTH COUNSEL, INC. is a Tempe, Arizona based Financial Planning firm with nearly $252,828,161 assets under management, offering retirement planning & investment advisory services to 664 clients. The firm is staffed with 8 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 105022 |
| SEC# | 801-21151 |
| Assets Managed by Firm | $252,828,161 |
| No. of Clients | 664 |
| No. of Advisors | 8 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Other (MINIMUM RETAINER FEE)
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 664 | $252,828,161 |
| Individuals (other than high net worth individuals) | 117 | $50,266,459 |
| High net worth individuals | 90 | $201,137,072 |
| Pension and profit sharing plans | 1 | $1,424,630 |
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