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INTENTIONAL FINANCE, LLC
CRD 288181 · SEC 801-110594
7770 JEFFERSON ST NE, SUITE 430, ALBUQUERQUE, NM, 87109, United States
Phone
505-563-4500
Fax
505-213-0867
Registration
— (—)
Source
State registered
Total AUM
$42.5M
Discretionary AUM
$36.8M
Team
1 total employees; 1 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 97 | $28.4M |
| High net worth individuals | 15 | $14.1M |
All web addresses on file
Official SEC filing: View on IAPD