1255 W. Rio Salado Pkwy
Suite 115
Tempe, Arizona 85281
Tel: 480-924-5613
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.
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 |
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 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$94,557,613,744 | 437201 | 6838 | |
$57,786,360,253 | 69 | 121 | |
$32,630,475,936 | 25 | 152 | |
$22,942,793,322 | 142 | 123 | |
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER 7333 East Doubletree Ranch Rd Suite 120 Scottsdale, AZ, 85258 | $9,326,336,708 | 43221 | 570 |
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