Intentional Living Fp

Intentional Living Fp (CRD# 312500) is a financial advisory firm headquartered in New Braunfelss, TX. They manage $12,263,780 in 247 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
123 N Seguin Ave. Ste, 202, New Braunfelss, TX 78130
https://www.intentionallegacyfp.com/
By the Numbers
  • Total Assets Under Management
    12
    MILLION
  • Total Number of Accounts
    247
    ACCOUNTS
  • Average Account Value
    $49,651
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Intentional Living Fp
Showing 1 - 1 of 1 top financial advisors.
1
Jim Crider, financial advisor New Braunfelss TX
Jim D. Crider
CRD#: 6703362
123 N Seguin Ave. Ste, 202, New Braunfelss, TX 78130

Jim Crider (CRD# 6703362) is an Investment Advisor Representative working at Intentional Living Fp in New Braunfelss, TX and has over 7 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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