INTRINSIC ADVISORS, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2018
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
WEST CONSHOHOCKEN, Pennsylvania
CRD number
298804
Registered since
October 11, 2018

Firm profile

FINTRX

Overview

Intrinsic Advisors, LLC is an SEC-registered limited liability company that began registration in 2018 and is owned by an individual. The firm does not present itself as a multi-state adviser, an ESG-focused investor, a pension consultant, or a separate capital allocator. Its primary role, based on reported affiliations, is acting as sponsor, general partner, and managing member for pooled investment vehicles — suggesting the firm organizes and manages closed-end fund structures rather than running a traditional retail advisory business.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 3
  • CORNELIUS MERLINI

    Managing PartnerCRD 7021465

  • GERALD STAHLECKER

    Managing PartnerCRD 5057170

  • EDWARD GOODWIN

    Managing PartnerCRD 5557435

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

WEST CONSHOHOCKEN, PA

MONTGOMERY

Location

WEST CONSHOHOCKEN, PA

Headquartered in WEST CONSHOHOCKEN, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.

Metro area
Philadelphia-Reading-Camden, PA-NJ-DE-MD
Region
Northeast
County
MONTGOMERY
Address
4 Tower Brg 200 Barr Hbr Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth