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Daniela Urs Jones

INTRINSIC WEALTH COUNSEL, INC.·TEMPE, Arizona
Unclaimed Profile
1255 W. RIO SALADO PKWY, TEMPE, AZ 85281CRD# 5976893Firm CRD# 105022
01

About

Daniela Urs Jones is a registered financial advisor based in TEMPE, 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
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)
04

Background

Compensation
Percentage of AUM
Hourly charges
Other: MINIMUM RETAINER FEE
Regulatory
SEC/IARD CRD# 5976893
Firm CRD# 105022
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Daniela Urs Jones offer?
Daniela Urs Jones specializes in Financial Planning, Investment Management. Contact their office in TEMPE, Arizona for a consultation.
What are Daniela Urs Jones's credentials?
Daniela Urs Jones is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Daniela Urs Jones located?
Daniela Urs Jones is based in TEMPE, Arizona, working with INTRINSIC WEALTH COUNSEL, INC.. Their office serves clients in the TEMPE metropolitan area and surrounding communities.
How does Daniela Urs Jones charge for services?
Daniela Urs Jones'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 in TEMPE
Lynn Taylor Johnson — PHILIP O. JOHNSON & COMPANY, LTD.Cornelius Henry Van Zutphen — INTRINSIC WEALTH COUNSEL, INC.Cornelius H. Van Zutphen — INTRINSIC WEALTH COUNSEL, INC.Geoffrey Wayne White — CAPITAL STRATEGIES GROUP, LLCPhilip Otho Johnson — PHILIP O. JOHNSON & COMPANY, LTD.
Nearby cities in Arizona
SCOTTSDALE (467)PHOENIX (224)TUCSON (124)MESA (41)CHANDLER (24)
City Guides
SCOTTSDALE GuidePHOENIX GuideTUCSON GuideMESA GuideCHANDLER Guide
Research
Advisor Fees in ArizonaNational Fee Analysis
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