250 S. Australian Ave
Suite 1800
West Palm Beach, Florida 33401
Tel: (561) 775-1100
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.
SEC Current Status | Approved |
---|---|
Firm CRD# | 119232 |
SEC# | 801-60987 |
Assets Managed by Firm | $17,143,211,342 |
No. of Clients | 74 |
No. of Advisors | 55 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 74 | $17,143,211,342 |
Pension and profit sharing plans | 32 | $4,209,959,016 |
Other investment advisers | Fewer than 5 clients | $11,590,464 |
Corporations or other businesses | 19 | $7,748,793,354 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$339,079,412,155 | 26 | 2823 | |
$306,121,310,120 | 950978 | 11789 | |
$245,249,234,083 | 932793 | 6517 | |
$94,617,046,882 | 79738 | 825 | |
$93,207,362,818 | 36 | 535 |
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