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Building 2INTRINSIC WEALTH COUNSEL, INC.

Map pinTEMPE, AZ
Phone480-924-5613
NotebookSEC #801-21151
Total AUM
$344.7M
Employees
7
Clients
217

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1255 W. RIO SALADO PKWY
SUITE 115
TEMPE
AZ 85281
United States
Operating Hours
9-5 M-TH 9-4 FRI
Monday - Friday
Phone
480-924-5613
Other Offices
1

ReceiptFinancials

Total AUM
$344.7M
Accounts
696
Discretionary
$343.6M
Accounts
688
Non-Discretionary
$1M
Accounts
8

ContactClients

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Individual Clients
104
AUM
$49M
HNW Individual Clients
112
AUM
$294.6M
Pension/Profit Sharing Plan Clients
1
AUM
$1.1M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
MINIMUM RETAINER FEE

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLILNYTXWAWI

HandshakeAffiliates

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

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