INTENTIONAL FINANCE, LLC

ALBUQUERQUE, New Mexico·2 registered advisors·CRD# 288181

SEC# 801-110594505-350-8775

01

Firm Overview

AUM

$8M

Regulatory assets under management

Employees

2

Total firm employees

Advisors

2

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Compensation

Percentage of AUM

Hourly charges

Subscription fees

03

Specialties

Financial Planning Investment Management Wealth Management

04

Advisors at INTENTIONAL FINANCE, LLC

2 registered advisors

Ann Judith Shubert

ALBUQUERQUE, New Mexico

Susan Michelle Kroger

ALBUQUERQUE, New Mexico

05

Office Locations

ALBUQUERQUE, New Mexico

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Data sourced from SEC Form ADV filings. INTENTIONAL FINANCE, LLC (CRD# 288181) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.