INTENTIONAL WEALTH STRATEGIES
Tel: 719-694-8002 1125 Kelly Johnson Blvd. Suite 111 Colorado Springs, Colorado 80920
About INTENTIONAL WEALTH STRATEGIES
INTENTIONAL WEALTH STRATEGIES is a Colorado Springs, Colorado based financial advisory firm with nearly $122,764,504 in assets under management and provides investment advisory services for 560 clients. There are currently 2 financial advisors at the firm.
General Information
Firm CRD#:
327743
Firm SEC#:
801-128740
Assets Under Management:
$122,764,504
No. of Clients:
560
Advisory Services Provided:
Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection for other advisors
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