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Charles Tway Autrey

INTRINSIC WEALTH COUNSEL, INC.·MESA, Arizona
Clean recordINTRINSIC WEALTH COUNSEL, INC.
2855 EAST BROWN ROAD, MESA, AZ 85213CRD# 1161290Firm CRD# 105022

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Charles Tway Autrey · MESA, AZ
Registration
CRD #1161290 · INTRINSIC WEALTH COUNSEL, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Charles Tway Autrey is a registered financial advisor based in MESA, Arizona, affiliated with INTRINSIC WEALTH COUNSEL, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
INTRINSIC WEALTH COUNSEL, INC.
INTRINSIC WEALTH COUNSEL, INC.
AUM
$253M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at INTRINSIC WEALTH COUNSEL, INC. →
Services
Financial planning
Portfolio management (individuals)
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Background

Compensation
Percentage of AUM
Hourly charges
Other: MINIMUM RETAINER FEE
Regulatory
SEC/IARD CRD# 1161290
Firm CRD# 105022
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Charles Tway Autrey offer?
Charles Tway Autrey specializes in Financial Planning, Investment Management. Contact their office in MESA, Arizona for a consultation.
What are Charles Tway Autrey's credentials?
Charles Tway Autrey is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Charles Tway Autrey located?
Charles Tway Autrey is based in MESA, Arizona, working with INTRINSIC WEALTH COUNSEL, INC.. Their office serves clients in the MESA metropolitan area and surrounding communities.
How does Charles Tway Autrey charge for services?
Charles Tway Autrey's firm is compensated through percentage of aum, hourly charges, other: minimum retainer fee. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is INTRINSIC WEALTH COUNSEL, INC.?
INTRINSIC WEALTH COUNSEL, INC. has approximately 8 employees and manages $253M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at INTRINSIC WEALTH COUNSEL, INC.

Cornelius Henry Van Zutphen
TEMPE, AZ
Cornelius H. Van Zutphen
TEMPE, AZ
Brian Charles Frederick
TEMPE, AZ
Gieselle Lacey
TEMPE, AZ
Daniela Urs Jones
TEMPE, AZ

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