INTENTIONAL

Overview

Intentional is an independent, SEC-registered RIA organized as a limited liability company and first registered in 2022. The firm serves both individual/family and institutional clients and identifies itself as a capital allocator that uses third‑party managers. It charges clients via a percentage of assets under management and also offers hourly advisory services. In addition to standard portfolio management and financial planning, Intentional provides pension consulting, selection of other advisers, publishes periodicals, and runs educational seminars and workshops. The firm also conducts activities outside pure advisory work as a registered representative of a broker‑dealer and as an insurance broker. The source data flags that Intentional is not an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices