Inti LLC
Firm details
- Headquarters
- ,
- CRD number
- 322461
- Custodians
- CHARLES SCHWAB & CO., INC., PERSHING LLC, CREDICORP CAPITAL, ASB BANK CORP.
- Fee structure
- Percentage of AUM
- Client types
- HNWI95.27%
- Individuals4.73%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Inti LLC is a small, individually owned limited liability company that provides fee-based portfolio management primarily for individuals, families and small businesses. The firm charges a percentage of assets under management and focuses its advisory activity on discretionary portfolio management rather than pension consulting or institutional mandates. Inti does not identify as an active ESG investor. Regulatory details in the snapshot are limited; the firm is classified as an unclassified adviser and is not described as a capital allocator or a related adviser. Its client base is concentrated on individual and family clients rather than corporate or institutional investors.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds32%
- Cash & Cash Equivalents23%
- Exchange Traded Equities19%
- Non-Investment Grade Corp Bonds15%
- US Government Bonds6%
Contacts
3 of 3
Vincent Derks
Investment Adviser RepresentativeCRD 7772777
Roger Henriquez Casanova
Investment BankerCRD 5943619
Roger Henriquez Casanova
Managing PartnerCRD 7582265
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations