INTIRETY, LLC

Overview

Intirety, LLC is an independent registered investment adviser organized as a limited liability company that serves individuals, families and some institutional clients. The firm operates primarily on a discretionary basis and charges clients using a mix of percentage-of-AUM fees alongside hourly and fixed-fee engagement options. Its advisory services focus on financial planning and portfolio management for individuals and small businesses. The firm’s stated investment preference tilts toward equities, and its operating profile indicates hands-on portfolio management with a significant use of separately managed account structures.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices