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Richard Lee Intrater

LONG-TERM SOLUTIONS, LLC·MILL VALLEY, California
Unclaimed Profile
104 TIBURON BOULEVARD, MILL VALLEY, CA 94941CRD# 709118Firm CRD# 137611
01

About

Richard Lee Intrater is a registered financial advisor based in MILL VALLEY, California, affiliated with LONG-TERM SOLUTIONS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
03

Firm Overview

Firm
LONG-TERM SOLUTIONS, LLC
LTS CAPITAL ADVISORS
AUM
$147M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at LONG-TERM SOLUTIONS, LLC →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 709118
Firm CRD# 137611
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Richard Lee Intrater offer?
Richard Lee Intrater specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in MILL VALLEY, California for a consultation.
What are Richard Lee Intrater's credentials?
Richard Lee Intrater is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Richard Lee Intrater located?
Richard Lee Intrater is based in MILL VALLEY, California, working with LONG-TERM SOLUTIONS, LLC. Their office serves clients in the MILL VALLEY metropolitan area and surrounding communities.
How does Richard Lee Intrater charge for services?
Richard Lee Intrater's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LONG-TERM SOLUTIONS, LLC?
LONG-TERM SOLUTIONS, LLC has approximately 6 employees and manages $147M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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