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INTRINSIC VALUE PARTNERS, LLC
CRD 165214 · SEC 801-78111
4742 N 24TH STREET, SUITE 300, PHOENIX, AZ, 85016, United States
Phone
(480) 522-2032
Fax
480-522-2033
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$220.6M
Discretionary AUM
$220.6M
Team
3 total employees; 2 advisory reps; 1 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 23 | $8.7M |
| High net worth individuals | 48 | $211.8M |
States served
AZ, TX
All web addresses on file
Official SEC filing: View on IAPD