AdvisorOS Directory
Claim Profile
Unclaimed Profile
DF

Daniel Steven Flack

INTRINSIC VALUE PARTNERS, LLC·PHOENIX, Arizona
Series 65Clean record22 years registeredINTRINSIC VALUE PARTNERS, LLC
4742 N 24TH STREET, PHOENIX, AZ 85016CRD# 4699388Firm CRD# 165214

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Daniel Steven Flack · PHOENIX, AZ
Registration
CRD #4699388 · INTRINSIC VALUE PARTNERS, LLC · 22 years registered
Brand Profile
Not yet started
01

Career History

INTRINSIC VALUE PARTNERS, LLC
Dec 2012 – present
PACWEST FINANCIAL MANAGEMENT INC
Oct 2003 – Dec 2012
PHOENIX, AZ
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · October 14, 2003
Years registered · 22
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
INTRINSIC VALUE PARTNERS, LLC
CRD 165214 · SEC 801-78111
AUM
$160M
Regulatory assets under management
Employees
3
201 client accounts
Services offered by INTRINSIC VALUE PARTNERS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at INTRINSIC VALUE PARTNERS, LLC →
Introduction

Speak with Daniel

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Daniel is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in PHOENIX?

Browse all registered financial advisors in PHOENIX, Arizona or claim this profile if it's yours.

Browse PHOENIX AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Daniel Steven Flack offer?
Daniel Steven Flack specializes in Financial Planning, Investment Management. Contact their office in PHOENIX, Arizona for a consultation.
What are Daniel Steven Flack's credentials?
Daniel Steven Flack is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Daniel Steven Flack located?
Daniel Steven Flack is based in PHOENIX, Arizona, working with INTRINSIC VALUE PARTNERS, LLC. Their office serves clients in the PHOENIX metropolitan area and surrounding communities.
How does Daniel Steven Flack charge for services?
Daniel Steven Flack's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is INTRINSIC VALUE PARTNERS, LLC?
INTRINSIC VALUE PARTNERS, LLC has approximately 3 employees and manages $160M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at INTRINSIC VALUE PARTNERS, LLC

Carter Allen Pearl
PHOENIX, AZ

More Advisors in PHOENIX, Arizona

Edward Lawrence Janulis
DIGITAL ASSET MANAGEMENT US INC·PHOENIX, AZ
Brian Michael Riordan
L. ROY PAPP & ASSOCIATES, LLP·PHOENIX, AZ
Todd Coleman Early
SOVEREIGN INVESTMENT ADVISORS LLC·PHOENIX, AZ
Brent James Miller
SABRIENT SYSTEMS, LLC·PHOENIX, AZ
Darren Lane Whitehurst
WINDSOR CAPITAL MANAGEMENT, LLC·PHOENIX, AZ
Erica Maja Mcginnis
SAGEPOINT FINANCIAL, INC.·PHOENIX, AZ

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Arizona
SCOTTSDALE (281)TUCSON (92)MESA (26)TEMPE (18)CHANDLER (16)PEORIA (14)PRESCOTT (9)YUMA (7)FLAGSTAFF (6)GILBERT (6)
City Guides
SCOTTSDALE GuideTUCSON GuideMESA GuideTEMPE GuideCHANDLER Guide
Research
Advisor Fees in ArizonaNational Fee Analysis
Request removal of this profile