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INTREPID FINANCIAL PLANNING GROUP, LLC

2454 E. 116th Street
Carmel, Indiana 46032
Tel: 317-818-1776

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About INTREPID FINANCIAL PLANNING GROUP, LLC

INTREPID FINANCIAL PLANNING GROUP, LLC, formally registered with the SEC as INTREPID FINANCIAL PLANNING GROUP, LLC. The firm was established in 04/09/2002. They have over 8 offices throughout the country.

INTREPID FINANCIAL PLANNING GROUP, LLC is a Carmel, Indiana based Financial Planning firm with nearly $316,089,417 assets under management, offering retirement planning & investment advisory services to 1379 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#112196
SEC#801-61020
Assets Managed by Firm$316,089,417
No. of Clients1379
No. of Advisors2

Fee Structure

  • A percentage of AUM

Advisory Services Provided

  • Portfolio management for individuals and/or small businesses

Firm Client Information

No. of ClientsAUM
Firm Total1379$316,089,417
Individuals (other than high net worth individuals)1183$97,921,547
High net worth individuals186$216,838,710
Charitable organizations3$157,970
Corporations or other businesses7$1,171,190

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