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INTENTIONAL

Tel: 1-866-752-6410
850 Bee Balm Trail
Fort Mill, South Carolina  29708

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INTENTIONAL

INTENTIONAL is a Fort Mill, South Carolina based financial advisory firm with nearly $148,211,936 in assets under management and provides investment advisory services for 165 clients. There are currently 3 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Pesnsion consulting services , Selection for other advisors , Publication of periodicals and newsletters , Education seminars/workshops

Fee Structure:

A percentage of AUM, Hourly charges

Firm CRD#:

318570

SEC#:

801-123251

No. of Clients:

165

Assets under Management

$148,211,936

No. of Advisors:

3

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