INTRINSIC VALUE PARTNERS, LLC
Firm details
- Headquarters
- PHOENIX, Arizona
- CRD number
- 165214
- Registered since
- June 11, 2013
- Website
- ivpaz.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI96.04%
- Individuals3.96%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Intrinsic Value Partners, LLC is an independent, individual-owned Registered Investment Adviser operating as a limited liability company. The firm focuses on serving individuals and families with financial planning and discretionary portfolio management for individuals and small businesses. Its fees are charged primarily as a percentage of assets under management, with hourly billing available for certain services. The adviser does not describe itself as an active ESG investor and is not registered as a multi-state or pension consultant adviser.
Assets & Accounts
Public Holdings
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
- Exchange Traded Equities63%
- Public Funds/Mutual Funds27%
- Cash & Cash Equivalents8%
- State & Local Bonds2%
Contacts
3 of 3DANIEL FLACK
Co-FounderCRD 4699388
CARTER PEARL
PartnerCRD 1226543
VALERIE MIHAILOVIC
CRD 2704091
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 10Active vs passive
$22M in ETFs
91%
$20M
0%
$2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD VALUE INDEX FUND (VTV) | Vanguard | Passive | Large Value | $5.1M | 26,062 | 23.28% |
Location
PHOENIX, AZ
MARICOPA
Location
PHOENIX, AZ
Headquartered in PHOENIX, AZ, anchoring the Phoenix-Mesa, AZ metro in the West.
- Metro area
- Phoenix-Mesa, AZ
- Region
- West
- County
- MARICOPA
- Address
- 4742 N 24th St
- Time zone
- MT (UTC-7)
- Office locations
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