Intentional Funds
Intentional Funds is an SEC-registered ria with an unreported amount of assets under management (AUM, regulatory AUM), -999% over one year. See who owns Intentional Funds: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 322991, data through 2024-06-12.
- AUM (assets under management / regulatory AUM)
- Not reported (2024-06-12)
- Firm type
- Ria
- Employees
- 4
- Clients
- 5
- CRD
- 322991
- Ownership
- SEVENTEEN ASSET MANAGEMENT LLC; MCGEE, HEATHER, LAUREN; Morris, Susan, Teare; MORRIS, JOHN, LOGAN; INTENTIONAL COMPANY LLC
How much AUM does Intentional Funds have?
Intentional Funds reported an unreported amount of in assets under management (regulatory AUM) on its most recent SEC Form ADV (2024-06-12).
Who owns Intentional Funds?
Disclosed owners and executives of Intentional Funds include SEVENTEEN ASSET MANAGEMENT LLC, MCGEE, HEATHER, LAUREN, Morris, Susan, Teare, MORRIS, JOHN, LOGAN, INTENTIONAL COMPANY LLC. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.