Intentional
Intentional (CRD# 318570) is a financial advisory firm headquartered in Fort Mill, SC. They manage $124,717,218 in 430 accounts and serve the financial needs of clients across 7 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management125MILLION
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Total Number of Accounts430ACCOUNTS
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Average Account Value$290,040
Compensation Options
- A percentage of assets under your management
- Hourly charges
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
DE, FL, HI, MD, NC, SC, VA
Financial Advisors at Intentional
1
Dale Rice (CRD# 2644016) is an Investment Advisor Representative working at Intentional in Fort Mill, SC and has over 28 years of experience in the finance industry.
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