Directory of Professional Retirement Planners
National Coverage
Local Professionals
INTECH
250 S. Australian Ave
Suite 1700
West Palm Beach, Florida 33401
Tel: (561) 775-1100
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 Status | Approved |
|---|---|
| Firm CRD# | 119232 |
| SEC# | 801-60987 |
| Assets Managed by Firm | $8,803,055,083 |
| No. of Clients | 47 |
| No. of Advisors | 48 |
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 Clients | AUM | |
|---|---|---|
| Firm Total | 47 | $8,803,055,083 |
| Pension and profit sharing plans | 17 | $2,533,495,735 |
| Other investment advisers | Fewer than 5 clients | $12,480,010 |
| Corporations or other businesses | 14 | $4,209,758,172 |
More Retirement Planning firms in West Palm Beach, Florida:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $433,814,330,581 | 1070028 | 13966 | |
| $397,045,307,119 | 26 | 2932 | |
| $344,868,106,925 | 1030208 | 6727 | |
| $120,567,542,959 | 727 | 189 | |
| $118,191,936,095 | 97020 | 845 |
Explore More Retirement Advisors in West Palm Beach, Florida