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INTENTIONAL, LLC
INTENTIONAL, LLC
INTENTIONAL
FORT MILL, South Carolina
·
2 registered advisors
·
CRD# 318570
SEC# 801-123251
1
1-866-752-6410
01
Firm Overview
AUM
$125M
Regulatory assets under management
Employees
3
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
Market timing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at INTENTIONAL, LLC
2 registered advisors
Dale Winters Rice
FORT MILL, South Carolina
CRD# 2644016
James E Roberts
FORT MILL, South Carolina
CRD# 5401304
05
Office Locations
FORT MILL, South Carolina
2 advisors
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Data sourced from SEC Form ADV filings. INTENTIONAL, LLC (CRD# 318570) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.