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INTECH

250 S. Australian Ave
Suite 1800
West Palm Beach, Florida 33401
Tel: (561) 775-1100

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About INTECH

INTECH, formally registered with the SEC as INTECH. The firm was established in 02/28/2002. They have over 2 offices throughout the country.

INTECH is a West Palm Beach, Florida based Financial Planning firm with nearly $17,143,211,342 assets under management, offering retirement planning & investment advisory services to 74 clients. The firm is staffed with 55 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#119232
SEC#801-60987
Assets Managed by Firm$17,143,211,342
No. of Clients74
No. of Advisors55

Fee Structure

  • A Percentage of AUM
  • Performance Based

Advisory Services Provided

  • Portfolio Management for Investment
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business

Firm Client Information

No. of ClientsAUM
Firm Total74$17,143,211,342
Pension and profit sharing plans32$4,209,959,016
Other investment advisersFewer than 5 clients$11,590,464
Corporations or other businesses19$7,748,793,354

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