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INTECH

250 S. Australian Ave
Suite 1700
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 1 offices throughout the country.

INTECH is a West Palm Beach, Florida based Financial Planning firm with nearly $8,803,055,083 assets under management, offering retirement planning & investment advisory services to 47 clients. The firm is staffed with 48 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#119232
SEC#801-60987
Assets Managed by Firm$8,803,055,083
No. of Clients47
No. of Advisors48

Fee Structure

  • A percentage of AUM
  • Performance Based

Advisory Services Provided

  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Firm Client Information

No. of ClientsAUM
Firm Total47$8,803,055,083
Pension and profit sharing plans17$2,533,495,735
Other investment advisersFewer than 5 clients$12,480,010
Corporations or other businesses14$4,209,758,172

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