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Building 2INTENTIONAL FINANCE, LLC

Map pinALBUQUERQUE, NM
Phone505-350-8775
NotebookSEC #801-110594
Total AUM
$7.7M
Employees
2
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7770 JEFFERSON ST NE, SUITE 430
ALBUQUERQUE
NM 87109
United States
Operating Hours
9:30AM - 5:30PM
Monday - Friday
Phone
505-350-8775

ReceiptFinancials

Total AUM
$7.7M
Accounts
71
Discretionary
$7.7M
Accounts
70
Non-Discretionary
$2.2K
Accounts
1

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NMTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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