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