Unclaimed Profile

William Meredith Fons

INTRINSIC INVESTORS LLC·WAUWATOSA, Wisconsin

SIE, Series 7, Series 6326 years registeredINTRINSIC 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 · 26 years registered

Brand Profile

Not yet started

Career History

INTRINSIC INVESTORS LLC

Jan 2000 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Registration record

First registered · January 4, 2000

Years registered · 26

Disclosure History

2011Customer Dispute·Denied

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

INTRINSIC INVESTORS LLC

CRD 111968 · SEC 801-116734

AUM

$124M

Regulatory assets under management

Employees

406 client accounts

Services offered by INTRINSIC INVESTORS LLC

Per Form ADV

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

View all advisors at INTRINSIC INVESTORS LLC →

Introduction

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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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