INTENTIONAL

Tel: 1-866-752-6410 850 Bee Balm Trail Fort Mill, South Carolina 29708

About INTENTIONAL

INTENTIONAL is a Fort Mill, South Carolina based financial advisory firm with nearly $148,211,936 in assets under management and provides investment advisory services for 165 clients. There are currently 3 financial advisors at the firm.

General Information

Firm CRD#:

318570

Firm SEC#:

801-123251

Assets Under Management:

$148,211,936

No. of Clients:

165

Advisory Services Provided:

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pesnsion consulting services, Selection for other advisors, Publication of periodicals and newsletters, Education seminars/workshops

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