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 registered investment adviser organized as an LLC and first registered with the SEC in 2013. Ownership is individual; the firm focuses on individual and family clients and provides financial planning and portfolio management for individuals and small business owners. Its fee model combines a percentage-of-AUM charge with hourly billing. The firm reports it is not a capital allocator and does not position itself as a multi-state or pension consultant adviser. It does not identify as an active ESG investor.
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 3
Daniel Flack
Co-FounderCRD 4699388
Carter Pearl
PartnerCRD 1226543
Valerie Mihailovic
Investment Operations ManagerCRD 2704091
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 12Active vs passive
$25.4M in ETFs
87%
$22.1M
4%
$3.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD VALUE INDEX FUND (VTV) | Vanguard | Passive | Large Value | $6.3M | 28,812 | 24.71% |
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
Similar firms
Sharpepoint, LLC
RIAPhoenix, AZ
Mathis Wealth Management
RIAPhoenix, AZ
17 Capital Partners, LLC
RIAPhoenix, AZ
Westmark Wealth Management
RIAPhoenix, AZ
Bledsoe Asset Management, LLC
RIAPhoenix, AZ
Arcwood Financial, LLC
RIAPhoenix, AZ