INTREPID FINANCIAL PLANNING GROUP, LLC

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

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 Status	Approved
Firm CRD#	112196
SEC#	801-61020
Assets Managed by Firm	$316,089,417
No. of Clients	1379
No. of Advisors	2

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	1379	$316,089,417
Individuals (other than high net worth individuals)	1183	$97,921,547
High net worth individuals	186	$216,838,710
Charitable organizations	3	$157,970
Corporations or other businesses	7	$1,171,190

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OXFORD FINANCIAL GROUP, LTD 11711 North Meridian Street, Suite 600 Carmel, IN, 46032	$18,201,054,484	6270	150
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