Unclaimed Profile

William Meredith Fons

INTRINSIC INVESTORS LLC·WAUWATOSA, Wisconsin

Clean recordINTRINSIC INVESTORS LLC

1200 N MAYFAIR RD, WAUWATOSA, WI 53226CRD# 2501267Firm CRD# 111968

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

William Meredith Fons · WAUWATOSA, WI

Registration

CRD #2501267 · INTRINSIC INVESTORS LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

William Meredith Fons is a registered financial advisor based in WAUWATOSA, Wisconsin, affiliated with INTRINSIC INVESTORS LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Fee-Only Advisory

Client Types

Individuals

Introduction

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Firm Overview

Firm

INTRINSIC INVESTORS LLC

AUM

$124M

Regulatory assets under management

Employees

Total firm employees

View all advisors at INTRINSIC INVESTORS LLC →

Services

Portfolio management (individuals)

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 2501267

Firm CRD# 111968

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does William Meredith Fons offer?

William Meredith Fons specializes in Investment Management, Fee-Only Advisory. Contact their office in WAUWATOSA, Wisconsin for a consultation.

What are William Meredith Fons's credentials?

William Meredith Fons is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is William Meredith Fons located?

William Meredith Fons is based in WAUWATOSA, Wisconsin, working with INTRINSIC INVESTORS LLC. Their office serves clients in the WAUWATOSA metropolitan area and surrounding communities.

How does William Meredith Fons charge for services?

William Meredith Fons's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is INTRINSIC INVESTORS LLC?

INTRINSIC INVESTORS LLC has approximately 4 employees and manages $124M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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