Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > wisconsin > wauwatosa > INTRINSIC INVESTORS LLC
INTRINSIC INVESTORS LLC
1200 N Mayfair Rd
Suite 330
Wauwatosa, Wisconsin 53226
Tel: 414-831-5700
About INTRINSIC INVESTORS LLC
INTRINSIC INVESTORS LLC, formally registered with the SEC as INTRINSIC INVESTORS LLC. The firm was established in 06/03/2019. They have over 1 offices throughout the country.
INTRINSIC INVESTORS LLC is a Wauwatosa, Wisconsin based Financial Planning firm with nearly $124,452,314 assets under management, offering retirement planning & investment advisory services to 397 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 111968 |
| SEC# | 801-116734 |
| Assets Managed by Firm | $124,452,314 |
| No. of Clients | 397 |
| No. of Advisors | 4 |
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 | 397 | $124,452,314 |
| Individuals (other than high net worth individuals) | 133 | $45,779,267 |
| High net worth individuals | 35 | $78,673,047 |
More Retirement Planning firms in Wauwatosa, Wisconsin:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $287,514,955,453 | 331500 | 4069 | |
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 720 East Wisconsin Avenue Milwaukee, WI, 53202-4797 | $281,345,911,200 | 25 | 260 |
| $151,331,807,781 | 259 | 503 | |
| $35,460,961,000 | 350 | 64 | |
| $28,558,864,166 | 31 | 14 |
Explore More Retirement Advisors in Wauwatosa, Wisconsin