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Building 2INTRINSIC VALUE PARTNERS, LLC

Map pinPHOENIX, AZ
Phone(480) 522-2032
NotebookSEC #801-78111
Total AUM
$220.6M
Employees
3
Clients
71

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4742 N 24TH STREET
SUITE 300
PHOENIX
AZ 85016
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
(480) 522-2032

ReceiptFinancials

Total AUM
$220.6M
Accounts
193
Discretionary
$220.6M
Accounts
193
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
23
AUM
$8.7M
HNW Individual Clients
48
AUM
$211.8M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZTX

HandshakeAffiliates

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

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