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INTREPID FINANCIAL PLANNING GROUP, LLC
CARMEL, IN
317-818-1776
SEC #801-61020Total AUM
$390.4M
Employees
3Clients
1,464Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
2454 E. 116TH STREET
CARMEL
IN 46032
United States
CARMEL
IN 46032
United States
Operating Hours
8:00 A.M. - 5 P.M.
Monday - Friday
Monday - Friday
Phone
317-818-1776
Other Offices
6
Financials
Total AUM
$390.4M
Accounts
1,457Discretionary
$390.4M
Accounts
1,457Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
1,232AUM
$129.2M
HNW Individual Clients
212AUM
$257.2M
Banking Clients
1AUM
$0
Pension/Profit Sharing Plan Clients
1AUM
$0
Charitable Organization Clients
2AUM
$236.9K
Government Entity Clients
1AUM
$0
Investment Advisor Clients
1AUM
$0
Insurance Company Clients
1AUM
$0
Sovereign Wealth Fund Clients
1AUM
$0
Corporation or Business Clients
11AUM
$3.7M
Other Clients
1AUM
$0
Description of Other Clients
NONE
Services
Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
AZCAFLGAILINKYMINYOHTNTXVA
Affiliates
Affiliates
Reported 9 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.