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INTRINSIC INVESTORS LLC
INTRINSIC INVESTORS LLC
WAUWATOSA, Wisconsin
·
2 registered advisors
·
CRD# 111968
SEC# 801-116734
0
414-831-5700
01
Firm Overview
AUM
$124M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Compensation
Percentage of AUM
03
Specialties
Investment Management
Fee-Only Advisory
04
Advisors at INTRINSIC INVESTORS LLC
2 registered advisors
Christopher Paul Shea
WAUWATOSA, Wisconsin
CFP
CRD# 705690
William Meredith Fons
WAUWATOSA, Wisconsin
CRD# 2501267
05
Office Locations
WAUWATOSA, Wisconsin
2 advisors
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Data sourced from SEC Form ADV filings. INTRINSIC INVESTORS LLC (CRD# 111968) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.