Intrepid Eagle Finance LLC
RIAState Registered
Total AUM
$5.9M
Discretionary
$5.9M
100% of AUM
Avg account
$121K
Accounts
49
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 305183
- Website
- intrepideaglefinance.com
- Custodians
- CHARLES SCHWAB & CO., INC., ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI58.38%
- Individuals41.62%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Intrepid Eagle Finance LLC is an independent, individually owned RIA organized as an LLC that provides financial planning and discretionary portfolio management for individuals and small businesses. The firm also offers selection-of-other-advisers services, reflecting a role as a capital allocator rather than a single-strategy shop. Its fee arrangements include both percentage-of-AUM and fixed-fee structures. Intrepid Eagle does not identify as an active ESG investor and is not registered as a multi-state adviser.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds100%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Infinitus Wealth Management LLC
RIANashville, TN
AUM $5.9MTEAM 1REPS 1
Glass City Capital Management, LLC
RIAMaumee, OH
AUM $5.9MTEAM 1REPS 1
PLC Investment Solutions, LLC
RIAAUM $5.9MTEAM 1REPS 1
Maxus Wealth Management LLC
RIASeward, NE
AUM $5.9MTEAM 2REPS 2
Mainstay Capital
RIAAUM $5.9MTEAM 1REPS 1
ELM Asset Management Inc.
RIADenton, TX
AUM $5.9MTEAM 1REPS 2