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William Meredith Fons

INTRINSIC INVESTORS LLC·WAUWATOSA, Wisconsin
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1200 N MAYFAIR RD, WAUWATOSA, WI 53226CRD# 2501267Firm CRD# 111968
01

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.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
INTRINSIC INVESTORS LLC
INTRINSIC INVESTORS LLC
AUM
$124M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at INTRINSIC INVESTORS LLC →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2501267
Firm CRD# 111968
No disclosures on file
View on FINRA BrokerCheck →

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05

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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Other advisors in WAUWATOSA
Barry Steven Sattell — SATTELL, JOHNSON, APPEL FINANCIAL ADVISORY, LLCJoseph Banfay Dailey — BROADVIEW FINANCIAL MANAGEMENT, LLCMatthew Paul Goihl — BROADVIEW FINANCIAL MANAGEMENT, LLCAngela Lynne Pingel — BROADVIEW FINANCIAL MANAGEMENT, LLCF. Michael Arnow — SATTELL, JOHNSON, APPEL FINANCIAL ADVISORY, LLC
Nearby cities in Wisconsin
MILWAUKEE (515)MADISON (242)GREEN BAY (92)APPLETON (83)WAUKESHA (77)
City Guides
MILWAUKEE GuideMADISON GuideGREEN BAY GuideAPPLETON GuideWAUKESHA Guide
Research
Advisor Fees in WisconsinNational Fee Analysis
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