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| Intrinsic Wealth Counsel Inc
✚
| |
|---|---|
| CRD # | 105022 |
| SEC # | 801-21151 |
| CIK # | |
| AUM | $252.8 MM (2024-03-27) |
| Employees | 8 (50% Investors, 0% Brokers) |
| Phone | 480-924-5613 |
| Address | 1255 W Rio Salado Pkwy Tempe, AZ 85281 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 129 | 50.5 |
| (b) Individuals (high net worth individuals) | 78 | 159.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 1.3 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 648 | 211.0 |
| By Discretionary | ||
| Discretionary | 640 | 209.6 |
| Non-Discretionary | 8 | 1.4 |
| Total | 648 | 211.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 211.0 | |
| Total | 648 | 211.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
The J Arnold Wealth Management Co LLC
✚
|
OH | 0.3 |
|
Pacific Asset Management LLC
✚
|
WA | 0.3 |
|
DHH Advisors LLC
✚
|
NJ | 0.3 |
|
Silver Lake Advisory LLC
✚
|
UT | 0.3 |
|
Siligmueller & Norvid Wealth Advisors LLC
✚
|
IL | 0.3 |
|
Sara-Bay Financial Corp
✚
|
FL | 0.3 |
|
Enright Mollin Cascio & Ramusevic Inc
✚
|
NY | 0.3 |
|
Fortress Financial Group LLC
✚
|
MN | 0.3 |
|
Baugh & Associates LLC
✚
|
GA | 0.3 |
|
Avondale Wealth Management LLC
✚
|
TX | 0.3 |