INTENTIONAL

850 Bee Balm Trail
Fort Mill, South Carolina 29708
Tel: 1-866-752-6410

About INTENTIONAL

INTENTIONAL, formally registered with the SEC as INTENTIONAL. The firm was established in 02/18/2022. They have over 2 offices throughout the country.

INTENTIONAL is a Fort Mill, South Carolina based Financial Planning firm with nearly $148,211,936 assets under management, offering retirement planning & investment advisory services to 165 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	318570
SEC#	801-123251
Assets Managed by Firm	$148,211,936
No. of Clients	165
No. of Advisors	3

Fee Structure

A percentage of AUM
Hourly charges

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Publication of periodicals and newsletters
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	165	$148,211,936
Individuals (other than high net worth individuals)	156	$102,324,792
High net worth individuals	9	$39,233,258
Pension and profit sharing plans	5	$6,653,886

More Retirement Planning firms in Fort Mill, South Carolina:

Firm Name	Assets Under Management	Total Clients	Total Advisors
LPL FINANCIAL LLC 1055 Lpl Way Fort Mill, SC, 29715	$463,475,486,343	1910545	35841
GREYSTAR INVESTMENT GROUP, LLC 465 Meeting Street, Suite 500 Charleston, SC, 29403	$28,309,013,200	61	510
APOLLON WEALTH MANAGEMENT, LLC 111 Coleman Blvd, Suite 402 Mount Pleasant, SC, 29464	$5,519,652,128	15301	167
PERMCAP INVESTMENT OFFICE 18 N. Adgers Wharf Charleston, SC, 29401	$4,462,882,442	42	16
SOUTHSTATE ADVISORY, INC. 520 Gervais St Columbia, SC, 29201	$3,417,068,970	420	20

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