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Ann Judith Shubert

INTENTIONAL FINANCE, LLC·ALBUQUERQUE, New Mexico
Unclaimed Profile
7770 JEFFERSON ST NE, SUITE 430, ALBUQUERQUE, NM 87109CRD# 6413618Firm CRD# 288181
01

About

Ann Judith Shubert is a registered financial advisor based in ALBUQUERQUE, New Mexico, affiliated with INTENTIONAL FINANCE, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
INTENTIONAL FINANCE, LLC
INTENTIONAL FINANCE, LLC
AUM
$8M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at INTENTIONAL FINANCE, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6413618
Firm CRD# 288181
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Ann Judith Shubert offer?
Ann Judith Shubert specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ALBUQUERQUE, New Mexico for a consultation.
What are Ann Judith Shubert's credentials?
Ann Judith Shubert is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Ann Judith Shubert located?
Ann Judith Shubert is based in ALBUQUERQUE, New Mexico, working with INTENTIONAL FINANCE, LLC. Their office serves clients in the ALBUQUERQUE metropolitan area and surrounding communities.
How does Ann Judith Shubert charge for services?
Ann Judith Shubert's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is INTENTIONAL FINANCE, LLC?
INTENTIONAL FINANCE, LLC has approximately 2 employees and manages $8M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in ALBUQUERQUE
Gregory Joseph Zanetti — ZANETTI FINANCIAL, LLCAndrew William Dolan — DXD SS FUND MANAGEMENT, LLCJoseph Jacob Kopczynski — UASNM, INC.Matthew David Keller — UASNM, INC.Lisa Ann Ulrich — ULRICH CONSULTING GROUP, LLC
Nearby cities in New Mexico
SANTA FE (64)LAS CRUCES (6)SOCORRO (4)CARLSBAD (2)
City Guides
SANTA FE GuideLAS CRUCES GuideSOCORRO GuideCARLSBAD Guide
Research
Advisor Fees in New MexicoNational Fee Analysis
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